-2.5%
APO vs PLTU
-44.3%
+41.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +6.0% | +2.0% |
| 7D | +5.8% | +9.0% | -3.3% | +5.1% |
| 30D | +8.9% | -33.0% | +41.9% | +11.1% |
| 3M | -13.6% | -19.0% | +5.3% | -13.1% |
| 6M | -5.4% | +30.4% | -35.8% | -8.1% |
| YTD | -13.6% | -40.2% | +26.5% | -15.5% |
| 1Y | -2.5% | -37.8% | +35.3% | -5.8% |
| All | -2.5% | -44.3% | +41.8% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling