-21.9%
APTV vs PLTD
-77.3%
+55.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.3% | -6.9% | -4.4% |
| 7D | +2.0% | +4.5% | -2.6% | +2.4% |
| 30D | -7.7% | -0.7% | -7.0% | -7.7% |
| 3M | -34.0% | -31.0% | -3.0% | -35.2% |
| 6M | -37.1% | -24.8% | -12.3% | -36.9% |
| YTD | -39.9% | -18.6% | -21.3% | -38.5% |
| 1Y | -44.4% | -31.8% | -12.6% | -44.7% |
| All | -21.9% | -77.3% | +55.4% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling