-22.4%
APTV vs PLTU
+129.7%
-152.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.4% | +7.0% | +2.8% |
| 7D | -1.8% | -17.7% | +15.9% | -1.0% |
| 30D | -7.9% | -12.5% | +4.6% | -7.6% |
| 3M | -29.9% | +39.5% | -69.4% | -31.7% |
| 6M | -36.6% | -7.0% | -29.6% | -36.8% |
| YTD | -40.0% | -38.1% | -1.9% | -38.6% |
| 1Y | -44.0% | -36.0% | -8.0% | -43.7% |
| All | -22.4% | +129.7% | -152.1% | -34.2% |
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