+65.9%
KNX vs PLTU
-18.5%
+84.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -9.0% | +12.8% | +4.0% |
| 7D | +7.4% | -13.6% | +21.0% | +7.7% |
| 30D | +2.0% | +16.7% | -14.7% | +1.4% |
| 3M | -7.9% | +29.6% | -37.4% | -9.0% |
| 6M | +14.4% | -0.1% | +14.5% | +12.7% |
| YTD | +38.9% | -31.5% | +70.4% | +37.3% |
| 1Y | +65.9% | -19.7% | +85.6% | +71.7% |
| All | +65.9% | -18.5% | +84.4% | +71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling