+895.2%
APO vs PTC
+326.2%
+569.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.5% |
| 7D | +2.3% | +0.8% | +1.5% | +2.0% |
| 30D | +3.0% | +0.7% | +2.3% | +2.7% |
| 3M | -3.7% | +32.6% | -36.3% | -18.6% |
| 6M | -7.5% | +33.6% | -41.0% | -23.4% |
| YTD | -14.5% | +12.4% | -27.0% | -23.1% |
| 1Y | -6.2% | +11.2% | -17.4% | -15.1% |
| 3Y | +51.9% | +31.7% | +20.2% | +23.0% |
| 5Y | +76.5% | +60.1% | +16.4% | +27.4% |
| 10Y | +895.2% | +317.2% | +578.0% | +341.7% |
| All | +895.2% | +326.2% | +569.1% | +341.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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