+8.8%
APH vs PLTD
-12.9%
+21.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.2% | +7.3% | +3.4% |
| 7D | -5.9% | +13.7% | -19.7% | -3.1% |
| 30D | -14.8% | +18.4% | -33.2% | -11.2% |
| 3M | -12.4% | -7.5% | -5.0% | -12.6% |
| 6M | +8.1% | -31.3% | +39.4% | +3.5% |
| YTD | +10.9% | -15.4% | +26.3% | +19.4% |
| 1Y | +8.8% | -18.4% | +27.2% | +16.6% |
| All | +8.8% | -12.9% | +21.6% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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