+201.5%
PDD vs APA
+21.0%
+180.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -3.0% |
| 7D | -1.4% | -8.7% | +7.3% | -0.3% |
| 30D | -1.0% | -2.4% | +1.4% | -1.0% |
| 3M | -12.3% | +19.0% | -31.3% | -14.8% |
| 6M | -18.5% | +26.8% | -45.3% | -21.8% |
| YTD | -29.0% | +87.3% | -116.3% | -36.4% |
| 1Y | -40.7% | +92.3% | -133.0% | -47.2% |
| 3Y | -25.7% | +37.3% | -62.9% | -32.3% |
| 5Y | -3.3% | +73.2% | -76.5% | -15.3% |
| All | +201.5% | +21.0% | +180.5% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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