+197.4%
PDD vs APO
+352.5%
-155.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -1.0% | +8.1% | -9.1% | -4.0% |
| 30D | -2.4% | +3.4% | -5.8% | -4.0% |
| 3M | -14.6% | -6.6% | -8.0% | -13.2% |
| 6M | -19.6% | -7.1% | -12.5% | -18.6% |
| YTD | -30.0% | -14.1% | -15.8% | -27.7% |
| 1Y | -42.5% | -4.7% | -37.8% | -43.2% |
| 3Y | -27.2% | +51.3% | -78.5% | -44.8% |
| 5Y | -8.2% | +82.7% | -90.9% | -37.4% |
| All | +197.4% | +352.5% | -155.2% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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