+1,135.6%
APO vs PFGC
+419.1%
+716.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.0% | -2.2% | +1.2% | -0.4% |
| 30D | +3.5% | -11.9% | +15.4% | +7.2% |
| 3M | +4.5% | +5.0% | -0.5% | +2.6% |
| 6M | +22.8% | +8.6% | +14.2% | +18.9% |
| YTD | -6.5% | +9.7% | -16.2% | -10.3% |
| 1Y | +0.8% | -6.3% | +7.1% | +1.4% |
| 3Y | +62.0% | +58.2% | +3.7% | +39.7% |
| 5Y | +138.2% | +110.4% | +27.8% | +88.0% |
| 10Y | +940.3% | +272.8% | +667.5% | +607.4% |
| All | +1,135.6% | +419.1% | +716.5% | +701.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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