+97.6%
APH vs PLTD
-75.6%
+173.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +9.5% | -18.8% | -7.0% |
| 7D | -12.7% | +25.1% | -37.8% | -7.6% |
| 30D | -19.2% | +21.0% | -40.2% | -14.8% |
| 3M | -16.7% | -2.9% | -13.7% | -16.2% |
| 6M | +5.1% | -27.8% | +32.9% | +0.7% |
| YTD | +6.6% | -12.6% | +19.2% | +9.8% |
| 1Y | +3.9% | -9.8% | +13.7% | +8.8% |
| All | +97.6% | -75.6% | +173.2% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling