-0.3%
PDD vs APA
+71.7%
-71.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -1.6% |
| 7D | +5.6% | -15.5% | +21.1% | +8.6% |
| 30D | +5.8% | +2.4% | +3.4% | +4.9% |
| 3M | -8.6% | +22.8% | -31.4% | -12.8% |
| 6M | -18.8% | +17.9% | -36.8% | -22.4% |
| YTD | -26.8% | +87.7% | -114.5% | -38.2% |
| 1Y | -39.3% | +94.2% | -133.5% | -49.3% |
| 3Y | -22.5% | +27.2% | -49.7% | -30.1% |
| All | -0.3% | +71.7% | -71.9% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling