+24.1%
KNX vs PLTU
+129.7%
-105.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +0.6% |
| 7D | -0.5% | -17.7% | +17.2% | +0.5% |
| 30D | +1.0% | -12.5% | +13.5% | +1.5% |
| 3M | -12.6% | +39.5% | -52.1% | -15.2% |
| 6M | +21.1% | -7.0% | +28.1% | +19.0% |
| YTD | +33.2% | -38.1% | +71.3% | +33.4% |
| 1Y | +67.8% | -36.0% | +103.8% | +65.7% |
| All | +24.1% | +129.7% | -105.6% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling