+1,563.3%
APO vs PLUG
-80.7%
+1,644.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.4% | -7.9% | -1.0% |
| 7D | +0.8% | +5.8% | -5.1% | +0.3% |
| 30D | +1.0% | -18.5% | +19.6% | +2.5% |
| 3M | -8.4% | -30.0% | +21.6% | -6.1% |
| 6M | -9.1% | -56.2% | +47.1% | -4.0% |
| YTD | -18.3% | -26.4% | +8.1% | -18.0% |
| 1Y | -8.0% | -42.2% | +34.2% | -6.1% |
| 3Y | +47.1% | -76.8% | +123.9% | +46.5% |
| 5Y | +67.2% | -96.2% | +163.4% | +86.4% |
| 10Y | +871.8% | +2.1% | +869.7% | +738.1% |
| All | +1,563.3% | -80.7% | +1,644.0% | +1,451.1% |
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