+128.7%
APA vs PLTD
-77.5%
+206.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.5% | +1.9% |
| 7D | +8.5% | -4.8% | +13.3% | +8.0% |
| 30D | +2.8% | +16.9% | -14.1% | +4.5% |
| 3M | +21.7% | +2.6% | +19.1% | +22.4% |
| 6M | +32.6% | -36.2% | +68.9% | +28.1% |
| YTD | +103.7% | -19.4% | +123.1% | +106.1% |
| 1Y | +101.8% | -22.5% | +124.3% | +102.7% |
| All | +128.7% | -77.5% | +206.2% | +81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling