-4.1%
KR vs PLTD
-76.9%
+72.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.7% |
| 7D | -0.2% | +4.2% | -4.4% | -0.3% |
| 30D | +5.1% | +0.7% | +4.3% | +5.0% |
| 3M | -8.2% | -32.4% | +24.2% | -7.1% |
| 6M | -18.0% | -26.2% | +8.2% | -17.5% |
| YTD | -4.8% | -17.0% | +12.2% | -4.8% |
| 1Y | -11.0% | -26.7% | +15.7% | -10.9% |
| All | -4.1% | -76.9% | +72.8% | -3.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling