-15.4%
KWEB vs PLTU
+140.2%
-155.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -3.6% | -0.8% | -2.8% | -3.7% |
| 30D | -14.9% | -8.8% | -6.1% | -14.6% |
| 3M | -5.4% | +41.7% | -47.1% | -9.7% |
| 6M | -18.9% | -9.3% | -9.6% | -20.6% |
| YTD | -27.2% | -35.2% | +8.0% | -27.3% |
| 1Y | -34.2% | -29.5% | -4.7% | -35.6% |
| All | -15.4% | +140.2% | -155.6% | -31.5% |
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