+63.2%
KO vs PLTD
-77.5%
+140.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +1.8% |
| 7D | +3.7% | -4.8% | +8.5% | +4.0% |
| 30D | +8.1% | +16.9% | -8.7% | +7.3% |
| 3M | +14.2% | +2.6% | +11.6% | +13.9% |
| 6M | +25.2% | -36.2% | +61.4% | +26.8% |
| YTD | +44.7% | -19.4% | +64.1% | +45.2% |
| 1Y | +43.4% | -22.5% | +65.9% | +43.9% |
| All | +63.2% | -77.5% | +140.7% | +66.7% |
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