+16.4%
APH vs PFG
+46.8%
-30.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.1% | -10.3% | -5.7% |
| 7D | -2.4% | +4.9% | -7.3% | -1.8% |
| 30D | -9.5% | +5.7% | -15.1% | -8.8% |
| 3M | -7.6% | +2.6% | -10.2% | -7.2% |
| 6M | +12.4% | +19.8% | -7.4% | +11.3% |
| YTD | +17.5% | +36.3% | -18.8% | +12.3% |
| 1Y | +16.4% | +47.9% | -31.5% | +9.4% |
| All | +16.4% | +46.8% | -30.4% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling