+13.2%
APH vs PLTD
-77.8%
+91.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +5.9% | -53.7% | -46.2% |
| 7D | -48.7% | +5.5% | -54.2% | -47.2% |
| 30D | -51.9% | -11.6% | -40.3% | -52.4% |
| 3M | -43.6% | -29.9% | -13.6% | -46.0% |
| 6M | -37.5% | -28.5% | -9.0% | -39.3% |
| YTD | -38.6% | -20.4% | -18.2% | -37.8% |
| 1Y | -26.3% | -33.3% | +6.9% | -27.5% |
| All | +13.2% | -77.8% | +91.0% | -13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling