-42.3%
APP vs PRU
+22.3%
-64.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.3% | +34.3% | +32.9% |
| 7D | +39.7% | +4.8% | +34.9% | +33.6% |
| 30D | +27.7% | +7.9% | +19.9% | +19.6% |
| 3M | -14.8% | +3.1% | -17.9% | -18.1% |
| 6M | -25.5% | +25.2% | -50.7% | -40.0% |
| YTD | -47.2% | +12.7% | -59.9% | -54.3% |
| 1Y | -42.3% | +23.5% | -65.8% | -51.8% |
| All | -42.3% | +22.3% | -64.6% | -51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling