+194.4%
PDD vs APTV
-52.6%
+247.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.2% | -0.4% |
| 7D | -4.4% | -1.2% | -3.3% | -4.1% |
| 30D | -15.5% | -10.6% | -4.8% | -11.9% |
| 3M | -4.1% | -35.0% | +31.0% | +11.7% |
| 6M | -23.4% | -38.9% | +15.5% | -10.1% |
| YTD | -30.7% | -41.5% | +10.8% | -17.6% |
| 1Y | -37.6% | -45.8% | +8.2% | -23.7% |
| 3Y | -17.5% | -55.7% | +38.2% | +4.7% |
| 5Y | -24.6% | -70.1% | +45.5% | +9.3% |
| All | +194.4% | -52.6% | +247.0% | +310.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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