+50.2%
APO vs PRU
+56.1%
-5.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | +0.2% | -2.8% | +3.0% | +2.7% |
| 30D | +3.1% | +8.5% | -5.4% | -3.9% |
| 3M | -12.0% | +1.7% | -13.7% | -13.4% |
| 6M | -5.0% | +24.8% | -29.7% | -22.2% |
| YTD | -14.0% | +13.3% | -27.3% | -23.5% |
| 1Y | -5.9% | +21.4% | -27.3% | -21.7% |
| All | +50.2% | +56.1% | -5.9% | +16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling