+916.7%
APO vs PNR
+66.2%
+850.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -3.5% | -6.0% | +2.5% | +0.4% |
| 30D | -6.6% | -14.0% | +7.4% | +2.9% |
| 3M | -3.3% | -21.7% | +18.4% | +10.8% |
| 6M | +22.6% | -37.3% | +59.9% | +60.9% |
| YTD | -9.8% | -45.1% | +35.3% | +29.2% |
| 1Y | -3.9% | -49.1% | +45.3% | +45.0% |
| 3Y | +52.5% | -14.8% | +67.3% | +60.3% |
| 5Y | +134.0% | -21.0% | +155.0% | +152.9% |
| All | +916.7% | +66.2% | +850.5% | +499.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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