-16.5%
KWEB vs PLTU
+129.7%
-146.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -1.1% |
| 7D | -4.3% | -17.7% | +13.4% | -3.0% |
| 30D | -13.0% | -12.5% | -0.5% | -12.5% |
| 3M | -7.6% | +39.5% | -47.0% | -11.7% |
| 6M | -21.1% | -7.0% | -14.2% | -23.0% |
| YTD | -28.2% | -38.1% | +9.8% | -28.1% |
| 1Y | -34.9% | -36.0% | +1.1% | -35.7% |
| All | -16.5% | +129.7% | -146.2% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling