+78.7%
APO vs PRU
+42.1%
+36.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.9% |
| 7D | +5.8% | +3.6% | +2.1% | +2.6% |
| 30D | +8.9% | +8.9% | 0.0% | +1.3% |
| 3M | -13.6% | +0.2% | -13.8% | -13.9% |
| 6M | -5.4% | +23.7% | -29.1% | -21.8% |
| YTD | -13.6% | +13.7% | -27.4% | -23.5% |
| 1Y | -2.5% | +20.6% | -23.1% | -18.0% |
| 3Y | +50.9% | +56.3% | -5.5% | +1.8% |
| All | +78.7% | +42.1% | +36.6% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling