+11,985.9%
APH vs PRU
+840.8%
+11,145.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.6% | -12.7% | -8.5% |
| 7D | -2.4% | +9.8% | -12.2% | -5.8% |
| 30D | -9.5% | +11.6% | -21.1% | -13.3% |
| 3M | -7.6% | +3.7% | -11.3% | -9.3% |
| 6M | +12.4% | +33.0% | -20.6% | +0.5% |
| YTD | +17.5% | +16.6% | +0.9% | +9.9% |
| 1Y | +16.4% | +26.9% | -10.5% | +5.5% |
| 3Y | +281.6% | +55.7% | +225.9% | +218.6% |
| 5Y | +317.7% | +44.5% | +273.2% | +255.2% |
| 10Y | +967.8% | +133.1% | +834.7% | +627.9% |
| All | +11,985.9% | +840.8% | +11,145.1% | +3,537.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling