+27.7%
KMI vs PLTD
-77.3%
+105.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +1.9% |
| 7D | -0.4% | +4.5% | -4.9% | -0.2% |
| 30D | +3.7% | -0.7% | +4.4% | +3.7% |
| 3M | +3.2% | -31.0% | +34.2% | +2.1% |
| 6M | -3.0% | -24.8% | +21.8% | -3.1% |
| YTD | +19.7% | -18.6% | +38.2% | +20.4% |
| 1Y | +25.6% | -31.8% | +57.4% | +24.6% |
| All | +27.7% | -77.3% | +105.0% | +12.0% |
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