+57.1%
APO vs PFG
+71.3%
-14.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.2% |
| 7D | +0.1% | +6.0% | -5.9% | -4.9% |
| 30D | +3.9% | +2.2% | +1.6% | +1.7% |
| 3M | +3.8% | +10.4% | -6.6% | -5.1% |
| 6M | +22.3% | +27.8% | -5.5% | -1.5% |
| YTD | -7.8% | +33.6% | -41.4% | -28.7% |
| 1Y | -0.3% | +49.3% | -49.6% | -30.4% |
| 3Y | +57.1% | +69.7% | -12.6% | +6.7% |
| All | +57.1% | +71.3% | -14.2% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling