+282.2%
APH vs PRU
+36.1%
+246.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +5.2% |
| 7D | -5.9% | +2.4% | -8.3% | -7.1% |
| 30D | -14.8% | +6.1% | -20.9% | -17.4% |
| 3M | -12.4% | -0.7% | -11.7% | -12.6% |
| 6M | +8.1% | +22.1% | -14.0% | -2.8% |
| YTD | +10.9% | +9.8% | +1.2% | +4.5% |
| 1Y | +8.8% | +19.4% | -10.6% | -1.9% |
| 3Y | +262.1% | +50.4% | +211.7% | +181.7% |
| All | +282.2% | +36.1% | +246.0% | +209.5% |
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