+13.0%
APH vs PFG
+43.7%
-30.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.0% | +4.2% | +8.2% |
| 7D | +1.1% | +2.3% | -1.2% | +1.3% |
| 30D | -7.5% | +7.6% | -15.1% | -6.9% |
| 3M | -4.4% | +2.5% | -7.0% | -4.2% |
| 6M | +26.5% | +16.6% | +9.9% | +25.0% |
| YTD | +20.0% | +34.1% | -14.0% | +14.0% |
| All | +13.0% | +43.7% | -30.7% | +6.3% |
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