-11.3%
KHC vs PLTD
-77.5%
+66.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.5% |
| 7D | +2.0% | -4.8% | +6.8% | +2.1% |
| 30D | +10.6% | +16.9% | -6.2% | +10.4% |
| 3M | +0.5% | +2.6% | -2.1% | +0.4% |
| 6M | +12.1% | -36.2% | +48.3% | +12.0% |
| YTD | +8.9% | -19.4% | +28.3% | +8.4% |
| 1Y | +7.5% | -22.5% | +30.0% | +7.0% |
| All | -11.3% | -77.5% | +66.3% | -13.3% |
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