+837.0%
APO vs PRU
+97.4%
+739.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | +3.5% | 0.0% | +3.5% | +3.5% |
| 30D | +4.4% | +7.9% | -3.6% | -1.1% |
| 3M | -12.1% | +0.9% | -13.0% | -12.6% |
| 6M | -7.2% | +22.4% | -29.6% | -19.9% |
| YTD | -15.1% | +12.7% | -27.8% | -22.5% |
| 1Y | -7.7% | +19.6% | -27.2% | -19.2% |
| 3Y | +49.6% | +54.0% | -4.4% | +11.1% |
| 5Y | +78.3% | +41.0% | +37.3% | +40.5% |
| All | +837.0% | +97.4% | +739.6% | +385.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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