+11.9%
APH vs PNC
+29.7%
-17.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -5.0% | +0.8% | -5.9% | -5.3% |
| 30D | -8.4% | +6.5% | -14.8% | -10.5% |
| 3M | -4.5% | -7.3% | +2.8% | -1.0% |
| 6M | +25.3% | +8.5% | +16.8% | +19.4% |
| YTD | +18.9% | +14.5% | +4.5% | +9.5% |
| 1Y | +11.9% | +29.1% | -17.1% | +0.1% |
| All | +11.9% | +29.7% | -17.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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