+1,722.3%
APO vs PGR
+1,539.6%
+182.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.7% | -2.5% |
| 7D | -4.9% | -3.4% | -1.5% | -3.4% |
| 30D | -8.4% | +1.8% | -10.2% | -9.3% |
| 3M | -2.1% | +5.9% | -8.0% | -6.0% |
| 6M | +19.2% | +4.6% | +14.7% | +14.7% |
| YTD | -10.5% | +1.1% | -11.6% | -12.9% |
| 1Y | -2.7% | -6.6% | +3.9% | -1.9% |
| 3Y | +52.5% | +74.2% | -21.7% | +8.0% |
| 5Y | +132.1% | +159.5% | -27.4% | +25.6% |
| 10Y | +924.7% | +813.4% | +111.3% | +149.7% |
| All | +1,722.3% | +1,539.6% | +182.7% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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