+48.1%
APA vs PRU
+56.8%
-8.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | +8.5% | +3.6% | +4.9% | +6.5% |
| 30D | +2.8% | +8.9% | -6.1% | -2.9% |
| 3M | +21.7% | +0.2% | +21.5% | +20.7% |
| 6M | +32.6% | +23.7% | +8.9% | +14.0% |
| YTD | +103.7% | +13.7% | +90.0% | +84.5% |
| 1Y | +101.8% | +20.6% | +81.2% | +73.4% |
| 3Y | +48.1% | +56.3% | -8.3% | -4.1% |
| All | +48.1% | +56.8% | -8.7% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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