+132,206.2%
APH vs PGR
+31,019.5%
+101,186.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.6% |
| 7D | +5.0% | +0.1% | +4.8% | +4.9% |
| 30D | -3.9% | +2.9% | -6.8% | -5.1% |
| 3M | +13.0% | +12.1% | +0.9% | +7.1% |
| 6M | +25.2% | +3.7% | +21.5% | +21.5% |
| YTD | +22.9% | +2.4% | +20.6% | +19.1% |
| 1Y | +47.8% | -6.4% | +54.2% | +46.9% |
| 3Y | +283.0% | +76.8% | +206.2% | +192.2% |
| 5Y | +349.7% | +154.3% | +195.3% | +192.0% |
| 10Y | +1,061.2% | +790.1% | +271.2% | +361.1% |
| All | +132,206.2% | +31,019.5% | +101,186.7% | +20,049.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling