-76.2%
PCG vs APA
+0.4%
-76.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -0.5% | -5.5% | +5.1% | +0.4% |
| 30D | +0.8% | -1.2% | +1.9% | +0.7% |
| 3M | -22.0% | +10.6% | -32.6% | -23.8% |
| 6M | -17.1% | +28.4% | -45.5% | -21.4% |
| YTD | -16.9% | +89.7% | -106.6% | -27.2% |
| 1Y | -19.1% | +90.6% | -109.7% | -29.3% |
| 3Y | -19.4% | +36.9% | -56.3% | -27.8% |
| 5Y | +9.0% | +83.2% | -74.2% | -10.7% |
| 10Y | -76.2% | -0.1% | -76.1% | -83.9% |
| All | -76.2% | +0.4% | -76.5% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling