+122.8%
APH vs PLTU
+126.1%
-3.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +11.1% | -2.9% | +6.8% |
| 7D | +1.1% | -11.7% | +12.8% | +2.5% |
| 30D | -7.5% | -36.9% | +29.4% | -2.7% |
| 3M | -4.4% | -10.9% | +6.5% | -4.1% |
| 6M | +26.5% | +18.0% | +8.5% | +18.7% |
| YTD | +20.0% | -39.0% | +59.1% | +20.6% |
| 1Y | +16.9% | -41.5% | +58.4% | +17.3% |
| All | +122.8% | +126.1% | -3.3% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling