-11.0%
KR vs PLUG
+46.9%
-57.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.7% |
| 7D | -0.2% | -3.2% | +3.1% | -0.4% |
| 30D | +5.1% | -8.3% | +13.3% | +4.6% |
| 3M | -8.2% | -25.8% | +17.6% | -9.3% |
| 6M | -18.0% | -5.8% | -12.2% | -17.9% |
| YTD | -4.8% | +6.6% | -11.4% | -4.0% |
| 1Y | -11.0% | +39.1% | -50.1% | -6.6% |
| All | -11.0% | +46.9% | -57.9% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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