+105.9%
APA vs PLTU
+154.0%
-48.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.0% | +5.8% | -2.7% |
| 7D | +0.5% | -13.6% | +14.1% | +1.2% |
| 30D | +23.4% | +16.7% | +6.7% | +22.1% |
| 3M | +12.7% | +29.6% | -16.9% | +10.1% |
| 6M | +39.4% | -0.1% | +39.5% | +37.3% |
| YTD | +79.0% | -31.5% | +110.5% | +80.1% |
| 1Y | +88.8% | -19.7% | +108.6% | +82.3% |
| All | +105.9% | +154.0% | -48.1% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling