+895.2%
APO vs PRU
+115.4%
+779.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.4% | +2.3% | +3.0% |
| 7D | +2.3% | +3.2% | -0.9% | +0.2% |
| 30D | +3.0% | +7.9% | -4.9% | -2.4% |
| 3M | -3.7% | +1.8% | -5.5% | -4.9% |
| 6M | -7.5% | +24.1% | -31.6% | -20.9% |
| YTD | -14.5% | +12.4% | -26.9% | -21.8% |
| 1Y | -6.2% | +20.9% | -27.1% | -18.5% |
| 3Y | +51.9% | +55.5% | -3.6% | +12.0% |
| 5Y | +76.5% | +42.7% | +33.8% | +38.0% |
| 10Y | +895.2% | +106.1% | +789.1% | +381.9% |
| All | +895.2% | +115.4% | +779.8% | +381.9% |
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