+268.0%
APH vs PCOR
-22.6%
+290.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | -12.7% | +23.7% | -36.4% | -16.5% |
| 30D | -19.2% | +39.0% | -58.2% | -24.5% |
| 3M | -16.7% | +35.8% | -52.4% | -22.4% |
| 6M | +5.1% | +38.2% | -33.1% | -3.2% |
| YTD | +6.6% | +3.9% | +2.6% | +3.7% |
| 1Y | +3.9% | +5.7% | -1.8% | +0.5% |
| 3Y | +246.0% | +44.8% | +201.3% | +199.8% |
| 5Y | +268.0% | -19.8% | +287.8% | +229.5% |
| All | +268.0% | -22.6% | +290.6% | +229.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling