+946.8%
APO vs PTC
+204.7%
+742.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.1% | +1.4% |
| 7D | +0.1% | -12.8% | +12.9% | +7.0% |
| 30D | +3.9% | -9.8% | +13.6% | +9.0% |
| 3M | +3.8% | -2.1% | +5.8% | +2.8% |
| 6M | +22.3% | -18.1% | +40.4% | +32.2% |
| YTD | -7.8% | -23.5% | +15.7% | +3.0% |
| 1Y | -0.3% | -37.4% | +37.0% | +23.7% |
| 3Y | +57.1% | -7.2% | +64.4% | +55.0% |
| 5Y | +137.0% | +2.7% | +134.3% | +118.7% |
| 10Y | +946.8% | +203.4% | +743.4% | +459.3% |
| All | +946.8% | +204.7% | +742.1% | +459.3% |
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