+98.1%
KEYS vs PLTD
-77.3%
+175.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +2.3% |
| 7D | +4.4% | +4.5% | -0.1% | +5.2% |
| 30D | -2.2% | -0.7% | -1.5% | -2.2% |
| 3M | +0.5% | -31.0% | +31.6% | -3.7% |
| 6M | +22.4% | -24.8% | +47.2% | +19.9% |
| YTD | +64.1% | -18.6% | +82.6% | +64.9% |
| 1Y | +97.0% | -31.8% | +128.8% | +92.8% |
| All | +98.1% | -77.3% | +175.4% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling