+6.1%
APA vs PNC
+202.3%
-196.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.2% |
| 7D | +8.5% | +3.1% | +5.5% | +5.7% |
| 30D | +2.8% | +7.6% | -4.9% | -3.9% |
| 3M | +21.7% | -8.1% | +29.9% | +29.6% |
| 6M | +32.6% | +12.6% | +20.0% | +16.9% |
| YTD | +103.7% | +15.0% | +88.8% | +72.2% |
| 1Y | +101.8% | +30.4% | +71.4% | +51.8% |
| 3Y | +48.1% | +116.1% | -68.1% | -32.4% |
| 5Y | +91.9% | +37.5% | +54.4% | +29.3% |
| All | +6.1% | +202.3% | -196.2% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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