-11.0%
KR vs PLTU
-35.4%
+24.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.7% |
| 7D | -0.2% | -8.1% | +8.0% | -0.4% |
| 30D | +5.1% | -7.0% | +12.1% | +4.9% |
| 3M | -8.2% | +40.0% | -48.2% | -6.7% |
| 6M | -18.0% | -6.0% | -12.0% | -17.5% |
| YTD | -4.8% | -37.1% | +32.3% | -6.2% |
| 1Y | -11.0% | -33.1% | +22.1% | -12.8% |
| All | -11.0% | -35.4% | +24.4% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling