-3.6%
KR vs PLTU
+129.7%
-133.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.4% | +5.3% | +0.8% |
| 7D | -2.7% | -17.7% | +15.1% | -3.0% |
| 30D | +1.9% | -12.5% | +14.5% | +1.8% |
| 3M | -11.0% | +39.5% | -50.5% | -10.0% |
| 6M | -20.2% | -7.0% | -13.2% | -19.7% |
| YTD | -7.3% | -38.1% | +30.8% | -7.3% |
| 1Y | -13.1% | -36.0% | +22.9% | -12.9% |
| All | -3.6% | +129.7% | -133.3% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling