+132,206.2%
APH vs PNR
+2,421.4%
+129,784.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.7% |
| 7D | +5.0% | -2.4% | +7.3% | +6.0% |
| 30D | -3.9% | -12.8% | +8.9% | +1.7% |
| 3M | +13.0% | -17.0% | +30.0% | +20.8% |
| 6M | +25.2% | -37.4% | +62.6% | +50.9% |
| YTD | +22.9% | -41.6% | +64.5% | +51.9% |
| 1Y | +47.8% | -44.6% | +92.5% | +86.6% |
| 3Y | +283.0% | -12.1% | +295.2% | +293.9% |
| 5Y | +349.7% | -17.4% | +367.0% | +368.0% |
| 10Y | +1,061.2% | +64.0% | +997.2% | +783.0% |
| All | +132,206.2% | +2,421.4% | +129,784.9% | +49,432.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling