+44.4%
KO vs PLTD
-77.3%
+121.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.2% |
| 7D | +0.4% | +4.5% | -4.1% | +0.2% |
| 30D | +1.5% | -0.7% | +2.3% | +1.5% |
| 3M | +11.8% | -31.0% | +42.9% | +13.0% |
| 6M | +16.2% | -24.8% | +41.1% | +17.0% |
| YTD | +28.1% | -18.6% | +46.6% | +28.6% |
| 1Y | +34.8% | -31.8% | +66.6% | +35.6% |
| All | +44.4% | -77.3% | +121.7% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling