+1,777.9%
APO vs PNC
+515.7%
+1,262.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.7% |
| 7D | +0.1% | +2.3% | -2.2% | -1.4% |
| 30D | +3.9% | -3.8% | +7.7% | +6.6% |
| 3M | +3.8% | +7.8% | -4.0% | -1.6% |
| 6M | +22.3% | +19.7% | +2.6% | +7.9% |
| YTD | -7.8% | +19.1% | -26.9% | -18.3% |
| 1Y | -0.3% | +23.1% | -23.5% | -13.6% |
| 3Y | +57.1% | +132.1% | -75.0% | -10.5% |
| 5Y | +137.0% | +52.2% | +84.7% | +76.5% |
| 10Y | +946.8% | +271.4% | +675.4% | +316.8% |
| All | +1,777.9% | +515.7% | +1,262.2% | +468.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling