+520.8%
APP vs PRU
+65.0%
+455.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.6% | +2.5% |
| 7D | +48.9% | -2.8% | +51.8% | +50.8% |
| 30D | +49.4% | +8.5% | +40.9% | +39.7% |
| 3M | +27.0% | +1.7% | +25.3% | +24.2% |
| 6M | -15.4% | +24.8% | -40.2% | -29.5% |
| YTD | -39.9% | +13.3% | -53.2% | -46.0% |
| 1Y | -32.0% | +21.4% | -53.3% | -42.0% |
| 3Y | +824.3% | +54.8% | +769.6% | +548.8% |
| 5Y | +252.4% | +42.4% | +210.1% | +166.3% |
| All | +520.8% | +65.0% | +455.8% | +381.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling