+522.7%
PCAR vs APO
+1,753.5%
-1,230.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.5% |
| 3M | +5.9% | +4.5% | +1.4% | +4.0% |
| 6M | +0.4% | +22.8% | -22.4% | -7.0% |
| YTD | +14.8% | -6.5% | +21.3% | +15.5% |
| 1Y | +30.1% | +0.8% | +29.3% | +27.2% |
| 3Y | +66.7% | +62.0% | +4.7% | +35.6% |
| 5Y | +166.1% | +138.2% | +27.9% | +83.5% |
| 10Y | +353.7% | +940.3% | -586.6% | +76.8% |
| All | +522.7% | +1,753.5% | -1,230.8% | +76.2% |
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 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