+262.1%
APH vs PRU
+46.4%
+215.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +4.9% |
| 7D | -5.9% | +2.4% | -8.3% | -6.8% |
| 30D | -14.8% | +6.1% | -20.9% | -16.8% |
| 3M | -12.4% | -0.7% | -11.7% | -12.4% |
| 6M | +8.1% | +22.1% | -14.0% | -1.2% |
| YTD | +10.9% | +9.8% | +1.2% | +5.7% |
| 1Y | +8.8% | +19.4% | -10.6% | -0.4% |
| 3Y | +262.1% | +50.4% | +211.7% | +190.9% |
| All | +262.1% | +46.4% | +215.6% | +190.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling