+916.7%
APO vs PNC
+279.5%
+637.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -3.5% | -0.6% | -3.0% | -3.1% |
| 30D | -6.6% | -4.4% | -2.2% | -3.6% |
| 3M | -3.3% | +5.2% | -8.5% | -7.0% |
| 6M | +22.6% | +20.6% | +2.0% | +6.9% |
| YTD | -9.8% | +19.8% | -29.5% | -20.9% |
| 1Y | -3.9% | +24.4% | -28.3% | -17.9% |
| 3Y | +52.5% | +131.2% | -78.8% | -15.3% |
| 5Y | +134.0% | +53.1% | +80.9% | +71.2% |
| All | +916.7% | +279.5% | +637.2% | +281.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling