+107.2%
APA vs PLTD
-16.1%
+123.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.4% | -9.3% | -7.0% |
| 7D | -13.0% | +14.4% | -27.4% | -13.6% |
| 30D | +2.0% | +8.6% | -6.7% | +1.4% |
| 3M | +24.9% | -9.2% | +34.1% | +25.5% |
| 6M | +7.2% | -29.5% | +36.7% | +10.1% |
| YTD | +87.1% | -20.2% | +107.3% | +83.6% |
| 1Y | +107.2% | -16.5% | +123.7% | +103.3% |
| All | +107.2% | -16.1% | +123.3% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling