+116.0%
APA vs PLTU
+103.5%
+12.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.1% | -4.4% | +2.3% |
| 7D | -15.5% | -25.3% | +9.8% | -14.3% |
| 30D | +2.4% | -34.5% | +36.9% | +4.3% |
| 3M | +22.8% | -3.4% | +26.1% | +22.2% |
| 6M | +17.9% | +12.4% | +5.5% | +14.8% |
| YTD | +87.7% | -45.1% | +132.8% | +90.3% |
| 1Y | +94.2% | -45.7% | +139.9% | +95.4% |
| All | +116.0% | +103.5% | +12.5% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling