+134.4%
APA vs PLTU
+121.9%
+12.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.9% | +1.9% |
| 7D | +8.5% | +9.0% | -0.5% | +8.0% |
| 30D | +2.8% | -33.0% | +35.8% | +4.5% |
| 3M | +21.7% | -19.0% | +40.7% | +22.2% |
| 6M | +32.6% | +30.4% | +2.2% | +27.9% |
| YTD | +103.7% | -40.2% | +143.9% | +105.5% |
| 1Y | +101.8% | -37.8% | +139.6% | +101.7% |
| All | +134.4% | +121.9% | +12.5% | +84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling