+930.0%
APH vs PNR
+99.2%
+830.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.9% |
| 7D | +4.9% | +0.3% | +4.6% | +4.8% |
| 30D | -5.4% | +31.7% | -37.1% | -18.7% |
| 3M | -5.5% | +2.6% | -8.1% | -7.6% |
| 6M | +25.9% | -6.4% | +32.3% | +27.2% |
| YTD | +16.4% | -33.4% | +49.8% | +40.6% |
| 1Y | +16.5% | -35.1% | +51.6% | +42.5% |
| 3Y | +270.9% | +17.1% | +253.8% | +222.8% |
| 5Y | +289.5% | -3.5% | +293.0% | +267.6% |
| All | +930.0% | +99.2% | +830.8% | +538.7% |
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