+310.3%
APH vs PCG
+14.1%
+296.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +6.9% | +7.9% |
| 7D | +1.1% | -1.1% | +2.1% | +1.3% |
| 30D | -7.5% | +0.1% | -7.6% | -7.5% |
| 3M | -4.4% | -24.4% | +20.0% | +0.7% |
| 6M | +26.5% | -17.7% | +44.1% | +29.8% |
| YTD | +20.0% | -17.4% | +37.5% | +22.7% |
| 1Y | +16.9% | -19.4% | +36.2% | +20.1% |
| 3Y | +288.5% | -18.6% | +307.1% | +288.6% |
| 5Y | +310.3% | +10.2% | +300.1% | +259.3% |
| All | +310.3% | +14.1% | +296.2% | +259.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling