+955.2%
APH vs PNR
+109.3%
+845.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -8.4% | +33.4% | -41.7% | -21.7% |
| 3M | -4.5% | +4.9% | -9.4% | -7.7% |
| 6M | +25.3% | -8.5% | +33.8% | +28.3% |
| YTD | +18.9% | -32.1% | +51.1% | +42.3% |
| 1Y | +11.9% | -35.0% | +46.9% | +37.0% |
| 3Y | +278.0% | +17.6% | +260.4% | +228.5% |
| 5Y | +306.4% | +0.9% | +305.6% | +274.7% |
| 10Y | +955.2% | +101.4% | +853.8% | +548.2% |
| All | +955.2% | +109.3% | +845.8% | +548.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 10y: compounded portfolio wealth divided by compounded PNR 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…
10y analysis · Full analysis span regression · 6 months rolling