+8.8%
APH vs PRU
+19.8%
-11.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +4.1% |
| 7D | -5.9% | +2.4% | -8.3% | -5.7% |
| 30D | -14.8% | +6.1% | -20.9% | -14.8% |
| 3M | -12.4% | -0.7% | -11.7% | -11.8% |
| 6M | +8.1% | +22.1% | -14.0% | +3.7% |
| YTD | +10.9% | +9.8% | +1.2% | +6.1% |
| 1Y | +8.8% | +19.4% | -10.6% | +1.9% |
| All | +8.8% | +19.8% | -11.0% | +1.9% |
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 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