+128.0%
APH vs PLTD
-77.8%
+205.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | +1.9% |
| 7D | +5.0% | +5.9% | -1.0% | +6.5% |
| 30D | -3.9% | -11.6% | +7.7% | -6.3% |
| 3M | +13.0% | -29.9% | +42.9% | +6.4% |
| 6M | +25.2% | -28.5% | +53.7% | +19.7% |
| YTD | +22.9% | -20.4% | +43.3% | +22.7% |
| 1Y | +47.8% | -33.3% | +81.1% | +43.2% |
| All | +128.0% | -77.8% | +205.8% | +71.8% |
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