-24.7%
APO vs PLTU
+140.2%
-164.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.0% | -0.8% | -0.2% | -1.1% |
| 30D | -0.4% | -8.8% | +8.4% | +0.3% |
| 3M | -0.9% | +41.7% | -42.5% | -7.2% |
| 6M | +22.1% | -9.3% | +31.4% | +18.5% |
| YTD | -8.4% | -35.2% | +26.9% | -8.5% |
| 1Y | -0.9% | -29.5% | +28.5% | -4.9% |
| All | -24.7% | +140.2% | -164.9% | -46.7% |
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