+47.8%
APH vs PRU
+19.0%
+28.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.0% |
| 7D | +5.0% | +1.9% | +3.1% | +4.8% |
| 30D | -3.9% | +2.7% | -6.6% | -4.1% |
| 3M | +13.0% | +19.5% | -6.5% | +9.4% |
| 6M | +25.2% | +26.6% | -1.5% | +18.9% |
| YTD | +22.9% | +12.3% | +10.6% | +18.3% |
| 1Y | +47.8% | +18.0% | +29.8% | +43.9% |
| All | +47.8% | +19.0% | +28.8% | +43.9% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling