+409.2%
PCAR vs APO
+1,518.9%
-1,109.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.8% |
| 6M | -12.0% | -9.1% | -2.9% | -10.0% |
| YTD | -6.1% | -18.3% | +12.2% | -1.6% |
| 1Y | +6.3% | -8.0% | +14.3% | +7.0% |
| 3Y | +31.8% | +47.1% | -15.3% | +10.4% |
| 5Y | +104.2% | +67.2% | +37.0% | +58.2% |
| 10Y | +302.9% | +871.8% | -568.9% | +60.1% |
| All | +409.2% | +1,518.9% | -1,109.7% | +50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling