+58.1%
APA vs PFGC
+485.3%
-427.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | +5.1% | +1.5% | +3.6% | +4.2% |
| 30D | +0.3% | +17.4% | -17.1% | -8.2% |
| 3M | +15.6% | -2.4% | +18.1% | +14.8% |
| 6M | +28.9% | +18.2% | +10.7% | +15.9% |
| YTD | +96.6% | +23.7% | +72.9% | +68.7% |
| 1Y | +95.5% | +15.0% | +80.6% | +73.5% |
| 3Y | +41.8% | +82.3% | -40.5% | -0.9% |
| 5Y | +85.4% | +131.9% | -46.5% | +9.4% |
| 10Y | +4.5% | +353.0% | -348.4% | -49.3% |
| All | +58.1% | +485.3% | -427.2% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 all: compounded portfolio wealth divided by compounded PFGC 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…
all analysis · Full analysis span regression · 6 months rolling