+126,376.5%
APH vs PCG
+23.6%
+126,353.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.8% | -7.0% | -6.3% |
| 7D | -2.4% | +1.9% | -4.3% | -2.7% |
| 30D | -9.5% | +8.5% | -18.0% | -10.5% |
| 3M | -7.6% | -22.9% | +15.3% | -4.8% |
| 6M | +12.4% | -16.8% | +29.1% | +14.4% |
| YTD | +17.5% | -15.8% | +33.3% | +19.2% |
| 1Y | +16.4% | -16.0% | +32.4% | +18.0% |
| 3Y | +281.6% | -18.9% | +300.6% | +286.3% |
| 5Y | +317.7% | +17.4% | +300.3% | +300.5% |
| 10Y | +967.8% | -76.4% | +1,044.2% | +1,006.2% |
| All | +126,376.5% | +23.6% | +126,353.0% | +90,601.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling