-4.1%
APA vs PNC
+277.5%
-281.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.5% |
| 7D | +0.8% | -0.9% | +1.7% | +1.5% |
| 30D | +9.6% | -4.4% | +14.1% | +13.4% |
| 3M | +18.0% | +5.3% | +12.7% | +11.6% |
| 6M | +41.9% | +19.6% | +22.3% | +18.1% |
| YTD | +86.3% | +19.1% | +67.2% | +53.7% |
| 1Y | +97.9% | +24.3% | +73.6% | +55.9% |
| 3Y | +12.8% | +132.2% | -119.4% | -51.7% |
| 5Y | +177.2% | +52.3% | +124.9% | +70.9% |
| All | -4.1% | +277.5% | -281.7% | -69.0% |
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