+280.4%
APH vs PGR
+73.8%
+206.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.3% |
| 7D | -2.2% | -3.4% | +1.2% | -3.0% |
| 30D | -4.0% | +1.8% | -5.8% | -3.4% |
| 3M | +7.7% | +5.9% | +1.8% | +9.5% |
| 6M | +17.8% | +4.6% | +13.2% | +19.9% |
| YTD | +19.2% | +1.1% | +18.1% | +21.3% |
| 1Y | +35.7% | -6.6% | +42.3% | +38.2% |
| All | +280.4% | +73.8% | +206.6% | +308.7% |
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