+130.6%
APA vs PLTU
+131.7%
-1.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.0% |
| 7D | +9.6% | +21.9% | -12.3% | +8.4% |
| 30D | -0.2% | -35.3% | +35.0% | +1.6% |
| 3M | +19.8% | -7.7% | +27.5% | +19.5% |
| 6M | +30.1% | +24.2% | +5.8% | +26.0% |
| YTD | +100.4% | -37.5% | +138.0% | +101.8% |
| 1Y | +105.2% | -43.6% | +148.8% | +107.4% |
| All | +130.6% | +131.7% | -1.0% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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