+88.2%
APA vs PLTU
-45.3%
+133.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.1% | -11.3% | 0.0% |
| 7D | -8.7% | -11.7% | +3.0% | -8.9% |
| 30D | -2.4% | -36.9% | +34.5% | -3.3% |
| 3M | +19.0% | -10.9% | +29.9% | +19.1% |
| 6M | +26.8% | +18.0% | +8.8% | +30.3% |
| YTD | +87.3% | -39.0% | +126.4% | +84.2% |
| All | +88.2% | -45.3% | +133.5% | +87.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling