+20.7%
KRE vs PLTD
-16.7%
+37.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +0.3% | -9.8% | +10.0% | +0.1% |
| 30D | +5.0% | +18.9% | -13.9% | +5.3% |
| 3M | -5.7% | -4.2% | -1.5% | -5.8% |
| 6M | +7.5% | -34.8% | +42.3% | +6.7% |
| YTD | +13.8% | -21.1% | +35.0% | +13.6% |
| 1Y | +20.7% | -19.3% | +39.9% | +21.1% |
| All | +20.7% | -16.7% | +37.4% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling