+1,804.4%
APO vs PEG
+311.9%
+1,492.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -1.0% | +0.7% | -1.7% | -1.3% |
| 30D | +3.5% | -2.4% | +5.9% | +4.6% |
| 3M | +4.5% | -4.8% | +9.3% | +6.6% |
| 6M | +22.8% | -10.7% | +33.5% | +28.4% |
| YTD | -6.5% | -6.7% | +0.2% | -4.5% |
| 1Y | +0.8% | -6.8% | +7.7% | +2.8% |
| 3Y | +62.0% | +34.5% | +27.5% | +39.2% |
| 5Y | +138.2% | +35.8% | +102.5% | +103.0% |
| 10Y | +940.3% | +141.7% | +798.5% | +590.8% |
| All | +1,804.4% | +311.9% | +1,492.5% | +889.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling