+51.3%
APO vs PLUG
-63.0%
+114.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.7% | +9.1% | +0.9% |
| 7D | +8.1% | -2.8% | +10.9% | +8.2% |
| 30D | +3.4% | -18.5% | +21.9% | +4.4% |
| 3M | -6.6% | -35.1% | +28.4% | -4.8% |
| 6M | -7.1% | -56.1% | +49.0% | -3.9% |
| YTD | -14.1% | -30.5% | +16.3% | -13.7% |
| 1Y | -4.7% | -46.5% | +41.8% | -3.3% |
| 3Y | +51.3% | -61.2% | +112.5% | +47.7% |
| All | +51.3% | -63.0% | +114.3% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 3y: compounded portfolio wealth divided by compounded PLUG 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…
3y analysis · Full analysis span regression · 6 months rolling