+8.4%
PCG vs APA
+88.6%
-80.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.6% | -4.6% | -1.4% |
| 7D | -2.2% | +5.1% | -7.3% | -2.8% |
| 30D | -0.5% | +0.3% | -0.7% | -0.7% |
| 3M | -24.0% | +15.6% | -39.6% | -25.7% |
| 6M | -18.6% | +28.9% | -47.5% | -22.0% |
| YTD | -17.7% | +96.6% | -114.2% | -26.9% |
| 1Y | -20.0% | +95.5% | -115.5% | -29.0% |
| 3Y | -20.2% | +41.8% | -62.1% | -27.2% |
| 5Y | +8.4% | +85.4% | -77.0% | -6.1% |
| All | +8.4% | +88.6% | -80.2% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling