+77.4%
KEYS vs PLTU
+121.9%
-44.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.1% | -1.8% |
| 7D | +9.4% | +9.0% | +0.3% | +8.5% |
| 30D | -16.8% | -33.0% | +16.2% | -14.0% |
| 3M | -15.9% | -19.0% | +3.1% | -14.7% |
| 6M | -17.6% | +30.4% | -48.0% | -21.6% |
| YTD | +46.5% | -40.2% | +86.7% | +48.0% |
| 1Y | +66.9% | -37.8% | +104.7% | +67.3% |
| All | +77.4% | +121.9% | -44.5% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling