-13.6%
PDD vs APO
+81.1%
-94.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.1% |
| 7D | -4.9% | +5.8% | -10.6% | -7.3% |
| 30D | -3.0% | +8.9% | -11.9% | -7.0% |
| 3M | -6.2% | -13.6% | +7.5% | -0.7% |
| 6M | -20.7% | -5.4% | -15.3% | -20.2% |
| YTD | -30.4% | -13.6% | -16.7% | -27.7% |
| 1Y | -41.3% | -2.5% | -38.8% | -42.9% |
| 3Y | -27.7% | +50.9% | -78.6% | -54.9% |
| All | -13.6% | +81.1% | -94.7% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling