+293.0%
PCAR vs APO
+903.0%
-610.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -1.0% | +2.2% |
| 7D | +2.9% | +2.3% | +0.6% | +2.1% |
| 30D | -2.1% | +3.0% | -5.1% | -3.3% |
| 3M | -20.4% | -3.7% | -16.7% | -19.8% |
| 6M | -7.0% | -7.5% | +0.5% | -5.4% |
| YTD | -2.6% | -14.5% | +11.9% | +0.6% |
| 1Y | +9.8% | -6.2% | +15.9% | +9.8% |
| 3Y | +37.3% | +51.9% | -14.7% | +13.7% |
| 5Y | +116.4% | +76.5% | +40.0% | +64.3% |
| 10Y | +293.0% | +895.2% | -602.3% | +42.2% |
| All | +293.0% | +903.0% | -610.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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