+57.1%
APO vs PEG
+34.5%
+22.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | +0.1% | +1.0% | -0.9% | -0.3% |
| 30D | +3.9% | -1.9% | +5.7% | +4.6% |
| 3M | +3.8% | -3.7% | +7.4% | +5.0% |
| 6M | +22.3% | -9.4% | +31.7% | +26.7% |
| YTD | -7.8% | -6.0% | -1.8% | -6.8% |
| 1Y | -0.3% | -4.4% | +4.0% | -0.5% |
| 3Y | +57.1% | +33.5% | +23.6% | +51.7% |
| All | +57.1% | +34.5% | +22.7% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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