+1,804.4%
APO vs PFG
+525.1%
+1,279.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.4% |
| 7D | -1.0% | +5.5% | -6.5% | -4.6% |
| 30D | +3.5% | +2.4% | +1.1% | +1.7% |
| 3M | +4.5% | +13.6% | -9.0% | -4.1% |
| 6M | +22.8% | +27.9% | -5.1% | +4.3% |
| YTD | -6.5% | +35.6% | -42.1% | -23.6% |
| 1Y | +0.8% | +48.5% | -47.6% | -22.4% |
| 3Y | +62.0% | +66.9% | -4.9% | +16.6% |
| 5Y | +138.2% | +111.0% | +27.3% | +48.7% |
| 10Y | +940.3% | +244.5% | +695.8% | +341.0% |
| All | +1,804.4% | +525.1% | +1,279.3% | +476.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling