+19.7%
APP vs PLTU
+134.3%
-114.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.3% | -1.9% | +1.2% |
| 7D | +48.9% | -0.9% | +49.9% | +46.5% |
| 30D | +49.4% | -34.7% | +84.1% | +64.3% |
| 3M | +27.0% | -10.8% | +37.8% | +24.7% |
| 6M | -15.4% | +24.1% | -39.5% | -30.6% |
| YTD | -39.9% | -36.8% | -3.1% | -40.4% |
| 1Y | -32.0% | -47.0% | +15.0% | -29.5% |
| All | +19.7% | +134.3% | -114.6% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling