-76.7%
PCG vs APO
+903.0%
-979.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.7% | -3.4% | +0.1% |
| 7D | -1.1% | +2.3% | -3.3% | -1.8% |
| 30D | +0.1% | +3.0% | -2.9% | -0.9% |
| 3M | -24.4% | -3.7% | -20.7% | -24.2% |
| 6M | -17.7% | -7.5% | -10.2% | -16.9% |
| YTD | -17.4% | -14.5% | -2.9% | -15.6% |
| 1Y | -19.4% | -6.2% | -13.2% | -19.9% |
| 3Y | -18.6% | +51.9% | -70.5% | -32.5% |
| 5Y | +10.2% | +76.5% | -66.2% | -16.1% |
| 10Y | -76.7% | +895.2% | -971.9% | -86.3% |
| All | -76.7% | +903.0% | -979.7% | -86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling