-11.2%
KVUE vs PLTD
-77.3%
+66.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.9% |
| 7D | -1.9% | +4.5% | -6.5% | -1.9% |
| 30D | -3.3% | -0.7% | -2.6% | -3.3% |
| 3M | +6.0% | -31.0% | +37.0% | +5.8% |
| 6M | +2.3% | -24.8% | +27.2% | +2.1% |
| YTD | +10.3% | -18.6% | +28.9% | +10.3% |
| 1Y | +4.6% | -31.8% | +36.4% | +4.6% |
| All | -11.2% | -77.3% | +66.1% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling