+116.3%
PLTU vs KMX
-29.5%
+145.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | -8.1% | -3.1% | -5.0% | -7.0% |
| 30D | -7.0% | +4.4% | -11.5% | -8.7% |
| 3M | +40.0% | +18.9% | +21.1% | +28.5% |
| 6M | -6.0% | +44.3% | -50.3% | -23.6% |
| YTD | -37.1% | +58.7% | -95.8% | -52.6% |
| 1Y | -33.1% | +0.1% | -33.3% | -32.6% |
| All | +116.3% | -29.5% | +145.9% | +225.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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