+33.6%
KO vs PLTD
-25.0%
+58.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -1.9% | +0.2% |
| 7D | -1.1% | +9.9% | -11.0% | -1.7% |
| 30D | +1.6% | +3.8% | -2.3% | +1.2% |
| 3M | +5.8% | -32.3% | +38.0% | +7.7% |
| 6M | +14.3% | -25.9% | +40.1% | +15.2% |
| YTD | +27.3% | -16.4% | +43.7% | +26.8% |
| All | +33.6% | -25.0% | +58.5% | +34.1% |
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 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