+13.3%
APH vs PLTU
+154.0%
-140.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -13.6% | -34.2% | -45.9% |
| 7D | -48.7% | -13.3% | -35.4% | -46.9% |
| 30D | -51.9% | +16.7% | -68.6% | -52.2% |
| 3M | -43.6% | +29.6% | -73.1% | -45.8% |
| 6M | -37.5% | -0.1% | -37.4% | -39.1% |
| YTD | -38.6% | -31.5% | -7.1% | -37.6% |
| 1Y | -26.3% | -19.7% | -6.6% | -27.6% |
| All | +13.3% | +154.0% | -140.7% | -14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling