+40.9%
KNX vs PLTD
-16.1%
+57.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.5% |
| 7D | +2.5% | +14.4% | -12.0% | +3.5% |
| 30D | -4.4% | +8.6% | -13.1% | -3.8% |
| 3M | -12.7% | -9.2% | -3.5% | -13.1% |
| 6M | +0.9% | -29.5% | +30.4% | -0.6% |
| YTD | +20.3% | -20.2% | +40.5% | +21.1% |
| 1Y | +40.9% | -16.5% | +57.4% | +43.5% |
| All | +40.9% | -16.1% | +57.1% | +43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling