+88.8%
APA vs PLTD
-33.9%
+122.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.8% | -3.4% |
| 7D | +0.5% | +5.9% | -5.4% | +0.3% |
| 30D | +23.4% | -11.6% | +35.0% | +24.1% |
| 3M | +12.7% | -29.9% | +42.6% | +15.3% |
| 6M | +39.4% | -28.5% | +68.0% | +42.8% |
| YTD | +79.0% | -20.4% | +99.4% | +79.1% |
| 1Y | +88.8% | -33.3% | +122.1% | +89.7% |
| All | +88.8% | -33.9% | +122.8% | +89.7% |
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