+22.9%
KEY vs PLTU
+103.5%
-80.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.1% | -7.6% | -1.0% |
| 7D | -1.3% | -25.3% | +24.0% | +0.4% |
| 30D | +5.1% | -34.5% | +39.6% | +7.5% |
| 3M | -7.1% | -3.4% | -3.8% | -7.9% |
| 6M | -4.4% | +12.4% | -16.8% | -8.0% |
| YTD | +4.0% | -45.1% | +49.1% | +4.8% |
| 1Y | +23.4% | -45.7% | +69.1% | +23.6% |
| All | +22.9% | +103.5% | -80.6% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling