+50.9%
APO vs PNR
+15.8%
+35.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +5.8% | +0.3% | +5.5% | +5.6% |
| 30D | +8.9% | +31.7% | -22.8% | -6.1% |
| 3M | -13.6% | +2.6% | -16.3% | -14.7% |
| 6M | -5.4% | -6.4% | +1.0% | -3.7% |
| YTD | -13.6% | -33.4% | +19.8% | +9.2% |
| 1Y | -2.5% | -35.1% | +32.6% | +25.4% |
| 3Y | +50.9% | +17.1% | +33.8% | +55.9% |
| All | +50.9% | +15.8% | +35.0% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling