+66.9%
KEYS vs PLTD
-18.9%
+85.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.3% | -1.9% |
| 7D | +9.4% | -4.8% | +14.2% | +8.8% |
| 30D | -16.8% | +16.9% | -33.6% | -15.2% |
| 3M | -15.9% | +2.6% | -18.5% | -14.8% |
| 6M | -17.6% | -36.2% | +18.7% | -18.7% |
| YTD | +46.5% | -19.4% | +65.9% | +55.2% |
| 1Y | +66.9% | -22.5% | +89.4% | +73.5% |
| All | +66.9% | -18.9% | +85.8% | +73.5% |
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