+1,059.7%
APH vs PRU
+142.7%
+917.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.3% |
| 7D | +5.0% | +1.9% | +3.1% | +4.0% |
| 30D | -3.9% | +2.7% | -6.6% | -5.1% |
| 3M | +13.0% | +19.5% | -6.5% | +3.7% |
| 6M | +25.2% | +26.6% | -1.5% | +11.5% |
| YTD | +22.9% | +12.3% | +10.6% | +15.4% |
| 1Y | +47.8% | +18.0% | +29.8% | +35.3% |
| 3Y | +283.0% | +47.0% | +236.0% | +212.1% |
| 5Y | +349.7% | +48.4% | +301.2% | +260.1% |
| All | +1,059.7% | +142.7% | +917.1% | +624.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded PRU 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling