+135.5%
PLTU vs KMX
-27.3%
+162.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +1.0% | -10.1% | -9.4% |
| 7D | -13.6% | +1.9% | -15.5% | -14.2% |
| 30D | +16.7% | +11.7% | +5.0% | +11.6% |
| 3M | +29.6% | +34.9% | -5.3% | +12.1% |
| 6M | -0.1% | +50.3% | -50.4% | -20.3% |
| YTD | -31.5% | +63.8% | -95.3% | -49.1% |
| 1Y | -19.7% | +3.8% | -23.6% | -20.8% |
| All | +135.5% | -27.3% | +162.8% | +249.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling