-1.7%
APP vs PLTD
-77.8%
+76.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +4.9% |
| 7D | +0.9% | +5.9% | -5.0% | +4.3% |
| 30D | -23.3% | -11.6% | -11.7% | -28.1% |
| 3M | -42.6% | -29.9% | -12.7% | -51.0% |
| 6M | -33.6% | -28.5% | -5.1% | -40.0% |
| YTD | -52.4% | -20.4% | -32.0% | -51.9% |
| 1Y | -35.9% | -33.3% | -2.6% | -40.3% |
| All | -1.7% | -77.8% | +76.1% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling