-35.9%
KWEB vs PLTU
-35.4%
-0.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -5.6% | -8.1% | +2.6% | -5.2% |
| 30D | -10.7% | -7.0% | -3.6% | -10.6% |
| 3M | -7.4% | +40.0% | -47.4% | -10.5% |
| 6M | -19.3% | -6.0% | -13.3% | -20.7% |
| YTD | -27.8% | -37.1% | +9.3% | -27.4% |
| 1Y | -35.9% | -33.1% | -2.8% | -34.8% |
| All | -35.9% | -35.4% | -0.5% | -34.8% |
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