+100.9%
APA vs PLTD
-77.8%
+178.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.8% | -2.7% |
| 7D | +0.5% | +5.9% | -5.4% | +1.2% |
| 30D | +23.4% | -11.6% | +35.0% | +22.1% |
| 3M | +12.7% | -29.9% | +42.6% | +10.2% |
| 6M | +39.4% | -28.5% | +68.0% | +37.5% |
| YTD | +79.0% | -20.4% | +99.4% | +80.5% |
| 1Y | +88.8% | -33.3% | +122.1% | +83.3% |
| All | +100.9% | -77.8% | +178.7% | +59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling