+106.6%
PCAR vs APO
+67.1%
+39.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | +0.1% | +0.8% | -0.7% | -0.3% |
| 30D | -4.6% | +1.0% | -5.6% | -5.1% |
| 3M | -22.6% | -8.4% | -14.2% | -20.9% |
| 6M | -12.0% | -9.1% | -2.9% | -10.1% |
| YTD | -6.1% | -18.3% | +12.2% | -1.6% |
| 1Y | +6.3% | -8.0% | +14.3% | +7.1% |
| 3Y | +31.8% | +47.1% | -15.3% | +12.1% |
| All | +106.6% | +67.1% | +39.6% | +57.2% |
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