+119,301.1%
APH vs PNC
+3,245.5%
+116,055.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.3% |
| 7D | -5.9% | -1.1% | -4.9% | -5.6% |
| 30D | -14.8% | +4.5% | -19.3% | -16.1% |
| 3M | -12.4% | -10.0% | -2.4% | -9.4% |
| 6M | +8.1% | +3.1% | +5.0% | +6.7% |
| YTD | +10.9% | +11.5% | -0.6% | +6.7% |
| 1Y | +8.8% | +27.3% | -18.5% | 0.0% |
| 3Y | +262.1% | +106.4% | +155.7% | +181.2% |
| 5Y | +283.1% | +31.1% | +252.0% | +240.2% |
| 10Y | +908.1% | +231.3% | +676.8% | +549.8% |
| All | +119,301.1% | +3,245.5% | +116,055.6% | +40,933.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling