+283.5%
APH vs PCOR
+44.3%
+239.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +19.7% | -25.8% | -8.5% |
| 7D | -2.4% | +21.8% | -24.2% | -5.1% |
| 30D | -9.5% | +39.5% | -49.0% | -13.8% |
| 3M | -7.6% | +35.2% | -42.9% | -12.2% |
| 6M | +12.4% | +21.7% | -9.3% | +9.4% |
| YTD | +17.5% | +3.9% | +13.6% | +18.8% |
| 1Y | +16.4% | +6.9% | +9.5% | +16.4% |
| All | +283.5% | +44.3% | +239.2% | +242.5% |
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