+1,563.3%
APO vs PRU
+266.6%
+1,296.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +1.3% |
| 7D | +0.8% | +2.4% | -1.6% | -0.6% |
| 30D | +1.0% | +6.1% | -5.1% | -2.7% |
| 3M | -8.4% | -0.7% | -7.7% | -8.0% |
| 6M | -9.1% | +22.1% | -31.2% | -20.2% |
| YTD | -18.3% | +9.8% | -28.1% | -23.5% |
| 1Y | -8.0% | +19.4% | -27.3% | -18.2% |
| 3Y | +47.1% | +50.4% | -3.3% | +14.5% |
| 5Y | +67.2% | +37.2% | +30.0% | +38.2% |
| 10Y | +871.8% | +119.5% | +752.3% | +455.9% |
| All | +1,563.3% | +266.6% | +1,296.8% | +620.3% |
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