-75.3%
PLTD vs ALK
-40.2%
-35.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.2% | +12.8% | +8.6% |
| 7D | +25.1% | +7.1% | +18.0% | +27.7% |
| 30D | +21.0% | -3.0% | +24.0% | +20.0% |
| 3M | -2.9% | -25.6% | +22.7% | -11.5% |
| 6M | -27.8% | +0.5% | -28.3% | -26.1% |
| YTD | -12.6% | -23.1% | +10.5% | -18.0% |
| 1Y | -9.8% | -7.5% | -2.3% | -7.2% |
| All | -75.3% | -40.2% | -35.2% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 5y: compounded portfolio wealth divided by compounded ALK 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…
5y analysis · Full analysis span regression · 6 months rolling