+270.9%
APH vs PGR
+60.0%
+210.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.7% |
| 7D | +4.9% | +3.5% | +1.4% | +5.9% |
| 30D | -5.4% | +10.5% | -15.8% | -2.7% |
| 3M | -5.5% | +12.9% | -18.4% | -2.0% |
| 6M | +25.9% | +20.4% | +5.5% | +32.6% |
| YTD | +16.4% | +10.3% | +6.1% | +21.6% |
| 1Y | +16.5% | +12.5% | +4.0% | +21.9% |
| 3Y | +270.9% | +59.3% | +211.6% | +320.6% |
| All | +270.9% | +60.0% | +210.9% | +320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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