+110.7%
APA vs PLTD
-76.4%
+187.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +2.3% |
| 7D | -15.5% | +13.7% | -29.3% | -14.3% |
| 30D | +2.4% | +18.4% | -16.1% | +4.3% |
| 3M | +22.8% | -7.5% | +30.3% | +22.3% |
| 6M | +17.9% | -31.3% | +49.2% | +15.0% |
| YTD | +87.7% | -15.4% | +103.1% | +90.8% |
| 1Y | +94.2% | -18.4% | +112.6% | +96.4% |
| All | +110.7% | -76.4% | +187.1% | +68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling