+0.9%
APD vs PLTU
+154.0%
-153.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.0% | +8.0% | -0.8% |
| 7D | -2.2% | -13.6% | +11.4% | -1.9% |
| 30D | +2.1% | +16.7% | -14.6% | +1.6% |
| 3M | +7.2% | +29.6% | -22.4% | +5.9% |
| 6M | +11.2% | -0.1% | +11.4% | +10.3% |
| YTD | +24.4% | -31.5% | +55.9% | +24.7% |
| 1Y | +6.7% | -19.7% | +26.4% | +4.6% |
| All | +0.9% | +154.0% | -153.1% | -10.5% |
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