-20.0%
PCG vs APO
-4.6%
-15.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -2.2% | +0.2% | -2.4% | -2.3% |
| 30D | -0.5% | +3.1% | -3.6% | -0.4% |
| 3M | -24.0% | -12.0% | -12.0% | -24.7% |
| 6M | -18.6% | -5.0% | -13.7% | -19.1% |
| YTD | -17.7% | -14.0% | -3.7% | -15.1% |
| 1Y | -20.0% | -5.9% | -14.1% | -18.3% |
| All | -20.0% | -4.6% | -15.4% | -18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling