+1,777.9%
APO vs PNR
+201.6%
+1,576.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | +0.2% |
| 7D | +0.1% | -3.0% | +3.1% | +1.9% |
| 30D | +3.9% | -14.9% | +18.8% | +14.1% |
| 3M | +3.8% | -19.0% | +22.8% | +15.3% |
| 6M | +22.3% | -35.9% | +58.2% | +54.9% |
| YTD | -7.8% | -43.1% | +35.3% | +25.3% |
| 1Y | -0.3% | -46.4% | +46.1% | +40.3% |
| 3Y | +57.1% | -10.8% | +68.0% | +61.6% |
| 5Y | +137.0% | -18.9% | +155.8% | +152.7% |
| 10Y | +946.8% | +64.4% | +882.4% | +594.3% |
| All | +1,777.9% | +201.6% | +1,576.3% | +820.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling