+19.6%
KRE vs PLTU
+154.0%
-134.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.6% | +1.0% |
| 7D | +1.3% | -13.6% | +14.9% | +2.0% |
| 30D | -2.7% | +16.7% | -19.3% | -3.9% |
| 3M | +8.2% | +29.6% | -21.4% | +5.2% |
| 6M | +12.8% | -0.1% | +12.9% | +10.4% |
| YTD | +17.5% | -31.5% | +49.0% | +17.4% |
| 1Y | +16.6% | -19.7% | +36.3% | +13.3% |
| All | +19.6% | +154.0% | -134.5% | -3.1% |
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 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