+93.4%
KEYS vs PLTD
-76.7%
+170.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.3% |
| 7D | +0.9% | +9.9% | -9.0% | +2.4% |
| 30D | -5.3% | +3.8% | -9.1% | -4.6% |
| 3M | +0.5% | -32.3% | +32.8% | -4.2% |
| 6M | +14.0% | -25.9% | +39.9% | +11.3% |
| YTD | +60.3% | -16.4% | +76.7% | +61.8% |
| 1Y | +91.3% | -25.2% | +116.5% | +90.7% |
| All | +93.4% | -76.7% | +170.1% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling