+129,097.8%
APH vs PNC
+3,333.4%
+125,764.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.6% | +5.6% | +7.3% |
| 7D | +1.1% | -0.2% | +1.2% | +1.2% |
| 30D | -7.5% | +6.5% | -14.0% | -9.4% |
| 3M | -4.4% | -7.6% | +3.1% | -2.0% |
| 6M | +26.5% | +8.5% | +18.0% | +22.9% |
| YTD | +20.0% | +14.5% | +5.6% | +14.5% |
| 1Y | +16.9% | +29.7% | -12.8% | +6.9% |
| 3Y | +288.5% | +115.7% | +172.8% | +197.6% |
| 5Y | +310.3% | +34.6% | +275.7% | +261.4% |
| 10Y | +951.3% | +217.8% | +733.4% | +585.9% |
| All | +129,097.8% | +3,333.4% | +125,764.4% | +43,942.9% |
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