+10,858.5%
APH vs PRU
+809.8%
+10,048.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -8.2% |
| 7D | -12.7% | +4.8% | -17.5% | -14.3% |
| 30D | -19.2% | +7.9% | -27.0% | -21.6% |
| 3M | -16.7% | +3.1% | -19.8% | -18.0% |
| 6M | +5.1% | +25.2% | -20.1% | -3.8% |
| YTD | +6.6% | +12.7% | -6.2% | +0.9% |
| 1Y | +3.9% | +23.5% | -19.6% | -4.8% |
| 3Y | +246.0% | +50.6% | +195.4% | +192.6% |
| 5Y | +268.0% | +40.9% | +227.1% | +216.1% |
| 10Y | +868.2% | +125.5% | +742.8% | +568.5% |
| All | +10,858.5% | +809.8% | +10,048.7% | +3,240.1% |
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