-31.8%
APTV vs PLTD
-77.7%
+45.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.5% | +6.7% | +0.7% |
| 7D | -9.8% | +4.2% | -14.0% | -9.3% |
| 30D | -8.9% | +20.8% | -29.7% | -7.2% |
| 3M | -19.5% | -2.6% | -16.9% | -19.4% |
| 6M | -31.1% | -33.1% | +2.0% | -32.4% |
| YTD | -47.5% | -20.0% | -27.5% | -46.3% |
| 1Y | -52.3% | -21.6% | -30.6% | -51.2% |
| All | -31.8% | -77.7% | +45.9% | -41.6% |
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