-13.0%
KHC vs PLTU
+126.1%
-139.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +11.1% | -11.9% | -0.7% |
| 7D | -2.0% | -11.7% | +9.7% | -2.1% |
| 30D | +9.7% | -36.9% | +46.6% | +9.5% |
| 3M | -2.0% | -10.9% | +8.9% | -2.1% |
| 6M | +5.4% | +18.0% | -12.6% | +5.3% |
| YTD | +5.9% | -39.0% | +44.9% | +5.4% |
| 1Y | +7.5% | -41.5% | +49.0% | +7.0% |
| All | -13.0% | +126.1% | -139.1% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling