+355.9%
APH vs PCG
+58.3%
+297.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.6% | +0.3% |
| 7D | +5.0% | -13.9% | +18.8% | +7.6% |
| 30D | -3.9% | -16.9% | +13.0% | -0.8% |
| 3M | +13.0% | -14.7% | +27.7% | +15.5% |
| 6M | +25.2% | -23.8% | +49.0% | +31.6% |
| YTD | +22.9% | -10.5% | +33.4% | +23.6% |
| 1Y | +47.8% | -5.1% | +53.0% | +45.4% |
| 3Y | +283.0% | -11.6% | +294.6% | +276.7% |
| All | +355.9% | +58.3% | +297.6% | +272.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded PCG 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling