+362.6%
APH vs PGR
+159.7%
+202.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.6% |
| 7D | +1.4% | -0.6% | +2.0% | +1.4% |
| 30D | -1.2% | +4.9% | -6.2% | -1.4% |
| 3M | +10.3% | +7.6% | +2.6% | +9.6% |
| 6M | +25.2% | +8.3% | +16.9% | +24.3% |
| YTD | +24.6% | +1.7% | +22.9% | +24.4% |
| 1Y | +41.4% | -6.8% | +48.3% | +43.1% |
| 3Y | +297.8% | +73.4% | +224.4% | +238.4% |
| All | +362.6% | +159.7% | +202.8% | +232.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling