-30.2%
APO vs PLTU
+131.7%
-161.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | +3.5% | +21.9% | -18.4% | +1.2% |
| 30D | +4.4% | -35.3% | +39.6% | +8.7% |
| 3M | -12.1% | -7.7% | -4.4% | -12.4% |
| 6M | -7.2% | +24.2% | -31.5% | -13.2% |
| YTD | -15.1% | -37.5% | +22.4% | -15.6% |
| 1Y | -7.7% | -43.6% | +35.9% | -7.4% |
| All | -30.2% | +131.7% | -161.9% | -50.8% |
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 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