+17.2%
APA vs PNC
+127.7%
-110.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.4% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +9.3% | -4.4% | +13.7% | +11.4% |
| 3M | +23.3% | +4.5% | +18.9% | +19.7% |
| 6M | +39.5% | +19.1% | +20.4% | +24.7% |
| YTD | +87.6% | +18.0% | +69.6% | +67.0% |
| 1Y | +114.2% | +24.1% | +90.2% | +83.9% |
| All | +17.2% | +127.7% | -110.5% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling