+175.6%
APA vs PNC
+51.0%
+124.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.5% |
| 7D | +0.3% | -0.7% | +1.0% | +0.7% |
| 30D | +9.3% | -4.4% | +13.7% | +11.9% |
| 3M | +23.3% | +4.5% | +18.9% | +19.2% |
| 6M | +39.5% | +19.1% | +20.4% | +22.7% |
| YTD | +87.6% | +18.0% | +69.6% | +64.6% |
| 1Y | +114.2% | +24.1% | +90.2% | +80.9% |
| 3Y | +13.6% | +130.0% | -116.4% | -37.5% |
| 5Y | +175.6% | +50.4% | +125.2% | +85.7% |
| All | +175.6% | +51.0% | +124.6% | +85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling