+84.7%
KEEL vs PLTD
-77.3%
+162.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.3% | +5.2% | +8.5% |
| 7D | +21.5% | +4.5% | +17.0% | +24.2% |
| 30D | -3.9% | -0.7% | -3.1% | -4.2% |
| 3M | -34.1% | -31.0% | -3.1% | -43.3% |
| 6M | +82.8% | -24.8% | +107.7% | +70.4% |
| YTD | +58.7% | -18.6% | +77.3% | +59.5% |
| 1Y | +191.4% | -31.8% | +223.2% | +178.8% |
| All | +84.7% | -77.3% | +162.0% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling