+105.2%
APA vs PLTU
-47.3%
+152.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.0% |
| 7D | +9.6% | +21.9% | -12.3% | +10.0% |
| 30D | -0.2% | -35.3% | +35.0% | -1.2% |
| 3M | +19.8% | -7.7% | +27.5% | +20.0% |
| 6M | +30.1% | +24.2% | +5.8% | +33.8% |
| YTD | +100.4% | -37.5% | +138.0% | +96.1% |
| 1Y | +105.2% | -43.6% | +148.8% | +100.7% |
| All | +105.2% | -47.3% | +152.5% | +100.7% |
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