-16.1%
KWEB vs PLTD
-76.9%
+60.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.5% |
| 7D | -5.6% | +4.2% | -9.8% | -5.0% |
| 30D | -10.7% | +0.7% | -11.4% | -10.5% |
| 3M | -7.4% | -32.4% | +25.0% | -11.5% |
| 6M | -19.3% | -26.2% | +6.9% | -21.2% |
| YTD | -27.8% | -17.0% | -10.7% | -27.5% |
| 1Y | -35.9% | -26.7% | -9.3% | -36.7% |
| All | -16.1% | -76.9% | +60.8% | -31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling