+16.6%
KRE vs PLTU
-18.5%
+35.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.6% | +0.7% |
| 7D | +1.3% | -13.6% | +14.9% | +1.5% |
| 30D | -2.7% | +16.7% | -19.3% | -3.0% |
| 3M | +8.2% | +29.6% | -21.4% | +7.4% |
| 6M | +12.8% | -0.1% | +12.9% | +12.3% |
| YTD | +17.5% | -31.5% | +49.0% | +17.7% |
| 1Y | +16.6% | -19.7% | +36.3% | +14.1% |
| All | +16.6% | -18.5% | +35.1% | +14.1% |
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 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