+104.6%
APA vs PLTD
-77.3%
+181.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +2.1% |
| 7D | -1.7% | +4.5% | -6.2% | -1.2% |
| 30D | +15.7% | -0.7% | +16.5% | +15.8% |
| 3M | +16.5% | -31.0% | +47.5% | +13.4% |
| 6M | +35.1% | -24.8% | +59.9% | +34.2% |
| YTD | +82.2% | -18.6% | +100.8% | +84.2% |
| 1Y | +102.5% | -31.8% | +134.3% | +96.9% |
| All | +104.6% | -77.3% | +181.9% | +62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling