+25.0%
KNX vs PLTD
-77.2%
+102.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.8% |
| 7D | +2.3% | -0.9% | +3.3% | +2.3% |
| 30D | +0.5% | +1.3% | -0.9% | +0.7% |
| 3M | -14.1% | -32.9% | +18.7% | -16.7% |
| 6M | +19.8% | -24.9% | +44.6% | +18.1% |
| YTD | +32.7% | -18.2% | +51.0% | +32.8% |
| 1Y | +62.3% | -28.7% | +91.0% | +59.8% |
| All | +25.0% | -77.2% | +102.2% | +7.7% |
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