-70.2%
AAOX vs PLTU
-16.1%
-54.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.4% | -4.1% | -7.2% |
| 7D | +5.4% | -17.7% | +23.1% | +11.0% |
| 30D | -47.7% | -12.5% | -35.2% | -47.2% |
| 3M | -78.6% | +39.5% | -118.1% | -82.2% |
| All | -70.2% | -16.1% | -54.2% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling