+72.5%
KEEL vs PLTU
+133.3%
-60.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.4% |
| 7D | +2.9% | -8.1% | +11.0% | +4.8% |
| 30D | +0.8% | -7.0% | +7.9% | +1.2% |
| 3M | -35.3% | +40.0% | -75.3% | -45.3% |
| 6M | +59.4% | -6.0% | +65.4% | +46.0% |
| YTD | +51.9% | -37.1% | +89.0% | +53.1% |
| 1Y | +75.0% | -33.1% | +108.1% | +70.5% |
| All | +72.5% | +133.3% | -60.9% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling