+15.9%
KNX vs PLTD
-77.5%
+93.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.2% | +3.6% |
| 7D | +9.2% | -4.8% | +14.0% | +8.7% |
| 30D | +0.9% | +16.9% | -15.9% | +2.8% |
| 3M | -12.7% | +2.6% | -15.3% | -12.2% |
| 6M | +7.3% | -36.2% | +43.6% | +3.9% |
| YTD | +23.1% | -19.4% | +42.5% | +23.2% |
| 1Y | +47.1% | -22.5% | +69.6% | +46.7% |
| All | +15.9% | -77.5% | +93.4% | -0.1% |
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