-4.4%
APO vs PFG
+46.8%
-51.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.1% | +4.0% | +5.3% |
| 7D | +8.2% | +4.9% | +3.3% | +5.0% |
| 30D | +6.4% | +5.7% | +0.8% | +2.7% |
| 3M | -7.4% | +2.6% | -10.0% | -9.0% |
| 6M | -4.2% | +19.8% | -24.0% | -16.4% |
| YTD | -14.1% | +36.3% | -50.4% | -31.4% |
| 1Y | -4.4% | +47.9% | -52.3% | -27.9% |
| All | -4.4% | +46.8% | -51.2% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling