+16.5%
APH vs PNC
+28.6%
-12.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.0% |
| 7D | +4.9% | +3.1% | +1.8% | +3.6% |
| 30D | -5.4% | +7.6% | -13.0% | -8.0% |
| 3M | -5.5% | -8.1% | +2.7% | -1.7% |
| 6M | +25.9% | +12.6% | +13.3% | +18.0% |
| YTD | +16.4% | +15.0% | +1.4% | +8.3% |
| 1Y | +16.5% | +30.4% | -13.9% | +5.5% |
| All | +16.5% | +28.6% | -12.1% | +5.5% |
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