+957.6%
APO vs PRU
+145.9%
+811.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | +0.1% |
| 7D | -1.0% | +1.9% | -2.9% | -2.4% |
| 30D | +3.5% | +2.7% | +0.7% | +1.5% |
| 3M | +4.5% | +19.5% | -14.9% | -8.1% |
| 6M | +22.8% | +26.6% | -3.9% | +3.3% |
| YTD | -6.5% | +12.3% | -18.8% | -14.4% |
| 1Y | +0.8% | +18.0% | -17.2% | -10.9% |
| 3Y | +62.0% | +47.0% | +14.9% | +24.1% |
| 5Y | +138.2% | +48.4% | +89.8% | +82.4% |
| All | +957.6% | +145.9% | +811.7% | +429.2% |
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