+247.7%
APH vs PCOR
+44.3%
+203.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | -12.7% | +23.7% | -36.4% | -15.3% |
| 30D | -19.2% | +39.0% | -58.2% | -23.0% |
| 3M | -16.7% | +35.8% | -52.4% | -20.9% |
| 6M | +5.1% | +38.2% | -33.1% | -0.4% |
| YTD | +6.6% | +3.9% | +2.6% | +7.8% |
| 1Y | +3.9% | +5.7% | -1.8% | +4.3% |
| All | +247.7% | +44.3% | +203.4% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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