+3.9%
APH vs PRU
+22.3%
-18.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -9.3% |
| 7D | -12.7% | +4.8% | -17.5% | -12.4% |
| 30D | -19.2% | +7.9% | -27.0% | -19.0% |
| 3M | -16.7% | +3.1% | -19.8% | -16.1% |
| 6M | +5.1% | +25.2% | -20.1% | +1.0% |
| YTD | +6.6% | +12.7% | -6.2% | +1.9% |
| 1Y | +3.9% | +23.5% | -19.6% | -2.8% |
| All | +3.9% | +22.3% | -18.4% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling