+848.7%
APA vs PNC
+4,099.5%
-3,250.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +0.5% | +1.4% | -0.9% | 0.0% |
| 30D | +23.4% | -3.8% | +27.2% | +25.0% |
| 3M | +12.7% | +9.0% | +3.7% | +8.5% |
| 6M | +39.4% | +16.6% | +22.8% | +30.0% |
| YTD | +79.0% | +20.4% | +58.5% | +64.3% |
| 1Y | +88.8% | +22.3% | +66.5% | +72.0% |
| 3Y | +6.4% | +124.5% | -118.2% | -23.2% |
| 5Y | +153.0% | +54.1% | +98.9% | +110.7% |
| 10Y | +7.5% | +276.3% | -268.7% | -26.8% |
| All | +848.7% | +4,099.5% | -3,250.8% | +295.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling