-26.4%
APP vs PRU
+20.9%
-47.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.4% |
| 7D | +4.6% | +3.6% | +1.0% | +2.7% |
| 30D | +56.0% | +8.9% | +47.2% | +45.2% |
| 3M | +30.8% | +0.2% | +30.7% | +28.8% |
| 6M | -9.8% | +23.7% | -33.5% | -26.1% |
| YTD | -39.3% | +13.7% | -53.0% | -47.7% |
| 1Y | -26.4% | +20.6% | -47.1% | -36.6% |
| All | -26.4% | +20.9% | -47.4% | -36.6% |
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