+268.0%
APH vs PRU
+38.4%
+229.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -7.9% |
| 7D | -12.7% | +4.8% | -17.5% | -14.5% |
| 30D | -19.2% | +7.9% | -27.0% | -22.0% |
| 3M | -16.7% | +3.1% | -19.8% | -18.2% |
| 6M | +5.1% | +25.2% | -20.1% | -6.4% |
| YTD | +6.6% | +12.7% | -6.2% | -0.7% |
| 1Y | +3.9% | +23.5% | -19.6% | -7.6% |
| 3Y | +246.0% | +50.6% | +195.4% | +170.0% |
| 5Y | +268.0% | +40.9% | +227.1% | +194.6% |
| All | +268.0% | +38.4% | +229.6% | +194.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling