+105.9%
APH vs PLTU
+103.5%
+2.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +7.1% | -3.0% | +3.2% |
| 7D | -5.9% | -25.3% | +19.4% | -2.7% |
| 30D | -14.8% | -34.5% | +19.7% | -10.7% |
| 3M | -12.4% | -3.4% | -9.1% | -13.2% |
| 6M | +8.1% | +12.4% | -4.3% | +1.9% |
| YTD | +10.9% | -45.1% | +56.1% | +12.9% |
| 1Y | +8.8% | -45.7% | +54.4% | +10.2% |
| All | +105.9% | +103.5% | +2.4% | +56.2% |
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