+1,804.4%
APO vs PLUG
-71.1%
+1,875.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.8% |
| 7D | -1.0% | -0.9% | -0.1% | -0.9% |
| 30D | +3.5% | +3.3% | +0.1% | +3.1% |
| 3M | +4.5% | -39.7% | +44.3% | +8.3% |
| 6M | +22.8% | -12.5% | +35.3% | +22.6% |
| YTD | -6.5% | +10.2% | -16.7% | -8.8% |
| 1Y | +0.8% | +50.7% | -49.9% | -5.5% |
| 3Y | +62.0% | -74.5% | +136.5% | +60.4% |
| 5Y | +138.2% | -91.8% | +230.0% | +151.2% |
| 10Y | +940.3% | +43.7% | +896.6% | +772.7% |
| All | +1,804.4% | -71.1% | +1,875.5% | +1,624.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling