-3.2%
KR vs PLTU
+142.1%
-145.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -2.5% |
| 7D | -1.3% | -11.6% | +10.3% | -1.5% |
| 30D | +1.5% | -4.6% | +6.1% | +1.5% |
| 3M | -8.5% | +33.7% | -42.2% | -7.6% |
| 6M | -21.9% | -9.4% | -12.5% | -21.5% |
| YTD | -6.9% | -34.7% | +27.8% | -6.8% |
| 1Y | -14.0% | -23.2% | +9.3% | -13.6% |
| All | -3.2% | +142.1% | -145.3% | -2.6% |
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