+125.0%
APA vs PLTD
-78.0%
+203.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | +9.6% | -9.8% | +19.4% | +8.5% |
| 30D | -0.2% | +18.9% | -19.2% | +1.7% |
| 3M | +19.8% | -4.2% | +24.1% | +19.7% |
| 6M | +30.1% | -34.8% | +64.9% | +26.3% |
| YTD | +100.4% | -21.1% | +121.5% | +102.3% |
| 1Y | +105.2% | -19.3% | +124.5% | +108.4% |
| All | +125.0% | -78.0% | +203.0% | +78.5% |
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