-13.7%
KMB vs PLTU
-18.5%
+4.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.0% | +7.4% | -1.8% |
| 7D | -3.0% | -13.6% | +10.5% | -3.2% |
| 30D | -5.5% | +16.7% | -22.1% | -5.1% |
| 3M | +14.0% | +29.6% | -15.6% | +14.0% |
| 6M | +4.1% | -0.1% | +4.2% | +3.4% |
| YTD | +8.0% | -31.5% | +39.6% | +5.3% |
| 1Y | -13.7% | -19.7% | +6.0% | -14.9% |
| All | -13.7% | -18.5% | +4.7% | -14.9% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling