-13.5%
KHC vs PLTD
-78.0%
+64.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -3.3% | -9.8% | +6.4% | -3.2% |
| 30D | +9.1% | +18.9% | -9.8% | +9.0% |
| 3M | +1.4% | -4.2% | +5.6% | +1.3% |
| 6M | +8.4% | -34.8% | +43.2% | +8.2% |
| YTD | +6.2% | -21.1% | +27.3% | +5.7% |
| 1Y | +5.7% | -19.3% | +24.9% | +5.2% |
| All | -13.5% | -78.0% | +64.5% | -15.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling