+26.8%
KEY vs PLTD
-18.9%
+45.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.7% |
| 7D | +2.9% | -4.8% | +7.7% | +2.8% |
| 30D | +8.4% | +16.9% | -8.4% | +8.8% |
| 3M | -5.8% | +2.6% | -8.4% | -5.7% |
| 6M | +5.4% | -36.2% | +41.7% | +4.5% |
| YTD | +7.1% | -19.4% | +26.5% | +7.0% |
| 1Y | +26.8% | -22.5% | +49.3% | +25.8% |
| All | +26.8% | -18.9% | +45.7% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling