+91.3%
KEYS vs PLTD
-25.5%
+116.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.4% |
| 7D | +0.9% | +9.9% | -9.0% | +1.8% |
| 30D | -5.3% | +3.8% | -9.1% | -4.9% |
| 3M | +0.5% | -32.3% | +32.8% | -2.1% |
| 6M | +14.0% | -25.9% | +39.9% | +13.3% |
| YTD | +60.3% | -16.4% | +76.7% | +66.4% |
| 1Y | +91.3% | -25.2% | +116.5% | +97.8% |
| All | +91.3% | -25.5% | +116.8% | +97.8% |
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