+13.4%
PCAR vs APO
-4.6%
+18.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.3% | +2.4% |
| 7D | +2.2% | +0.2% | +2.0% | +2.1% |
| 30D | +0.3% | +3.1% | -2.8% | -0.4% |
| 3M | -17.9% | -12.0% | -5.9% | -16.3% |
| 6M | -3.4% | -5.0% | +1.6% | -3.1% |
| YTD | -0.1% | -14.0% | +13.9% | +6.7% |
| 1Y | +13.4% | -5.9% | +19.4% | +16.5% |
| All | +13.4% | -4.6% | +18.0% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling