+16.2%
KRE vs PLTU
+121.9%
-105.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.5% |
| 7D | +0.7% | +9.0% | -8.3% | +0.3% |
| 30D | +6.1% | -33.0% | +39.1% | +7.9% |
| 3M | -5.9% | -19.0% | +13.1% | -5.6% |
| 6M | +9.6% | +30.4% | -20.8% | +5.3% |
| YTD | +14.2% | -40.2% | +54.4% | +14.3% |
| 1Y | +22.5% | -37.8% | +60.3% | +21.8% |
| All | +16.2% | +121.9% | -105.7% | -5.6% |
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 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