+21.2%
APP vs PLTU
+126.1%
-104.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +11.1% | -6.3% | +1.9% |
| 7D | +79.2% | -11.7% | +90.9% | +81.6% |
| 30D | +48.0% | -36.9% | +84.9% | +64.2% |
| 3M | +18.2% | -10.9% | +29.2% | +16.0% |
| 6M | -12.5% | +18.0% | -30.5% | -27.2% |
| YTD | -39.2% | -39.0% | -0.1% | -39.1% |
| 1Y | -33.9% | -41.5% | +7.6% | -33.7% |
| All | +21.2% | +126.1% | -104.9% | -34.6% |
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