+866.0%
APA vs PNR
+3,553.7%
-2,687.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.5% | +2.9% |
| 7D | -1.7% | -3.0% | +1.3% | -0.5% |
| 30D | +15.7% | -14.9% | +30.6% | +23.3% |
| 3M | +16.5% | -19.0% | +35.5% | +24.8% |
| 6M | +35.1% | -35.9% | +71.0% | +57.6% |
| YTD | +82.2% | -43.1% | +125.4% | +122.7% |
| 1Y | +102.5% | -46.4% | +148.9% | +153.3% |
| 3Y | +10.3% | -10.8% | +21.1% | +10.3% |
| 5Y | +166.1% | -18.9% | +185.0% | +171.5% |
| 10Y | -4.9% | +64.4% | -69.3% | -23.8% |
| All | +866.0% | +3,553.7% | -2,687.7% | +331.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PNR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling