+115.8%
APH vs PLTD
-77.5%
+193.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -1.2% |
| 7D | +4.9% | -4.8% | +9.6% | +3.8% |
| 30D | -5.4% | +16.9% | -22.2% | -1.1% |
| 3M | -5.5% | +2.6% | -8.1% | -3.7% |
| 6M | +25.9% | -36.2% | +62.2% | +17.0% |
| YTD | +16.4% | -19.4% | +35.8% | +17.7% |
| 1Y | +16.5% | -22.5% | +39.0% | +17.2% |
| All | +115.8% | -77.5% | +193.3% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling