+172.3%
PCAR vs APO
+138.1%
+34.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.5% | -1.0% | +0.5% | -0.2% |
| 30D | -6.2% | +3.5% | -9.7% | -7.4% |
| 3M | +5.9% | +4.5% | +1.4% | +4.1% |
| 6M | +0.4% | +22.8% | -22.4% | -6.5% |
| YTD | +14.8% | -6.5% | +21.3% | +15.9% |
| 1Y | +30.1% | +0.8% | +29.3% | +27.7% |
| 3Y | +66.7% | +62.0% | +4.7% | +38.0% |
| All | +172.3% | +138.1% | +34.2% | +86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling