+47.2%
KO vs PLTU
+142.1%
-95.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | +0.2% |
| 7D | +0.4% | -11.6% | +12.0% | +0.2% |
| 30D | +1.5% | -4.6% | +6.1% | +1.5% |
| 3M | +11.8% | +33.7% | -21.9% | +13.0% |
| 6M | +16.2% | -9.4% | +25.6% | +17.1% |
| YTD | +28.1% | -34.7% | +62.8% | +28.7% |
| 1Y | +34.8% | -23.2% | +58.0% | +35.8% |
| All | +47.2% | +142.1% | -95.0% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling