-3.1%
KHC vs PLTD
-33.9%
+30.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.6% | -6.9% | -2.2% |
| 7D | -3.3% | +5.9% | -9.2% | -3.2% |
| 30D | -3.4% | -11.6% | +8.2% | -3.5% |
| 3M | +12.6% | -29.9% | +42.5% | +11.9% |
| 6M | +7.0% | -28.5% | +35.5% | +6.3% |
| YTD | +6.1% | -20.4% | +26.5% | +4.5% |
| 1Y | -3.1% | -33.3% | +30.2% | -4.7% |
| All | -3.1% | -33.9% | +30.9% | -4.7% |
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