+1,804.4%
APO vs PRU
+275.1%
+1,529.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | 0.0% |
| 7D | -1.0% | +1.9% | -2.9% | -2.2% |
| 30D | +3.5% | +2.7% | +0.7% | +1.6% |
| 3M | +4.5% | +19.5% | -14.9% | -7.0% |
| 6M | +22.8% | +26.6% | -3.9% | +5.0% |
| YTD | -6.5% | +12.3% | -18.8% | -13.7% |
| 1Y | +0.8% | +18.0% | -17.2% | -9.8% |
| 3Y | +62.0% | +47.0% | +14.9% | +27.6% |
| 5Y | +138.2% | +48.4% | +89.8% | +88.0% |
| 10Y | +940.3% | +142.4% | +797.8% | +463.1% |
| All | +1,804.4% | +275.1% | +1,529.3% | +712.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling