-19.4%
PCG vs APO
-12.1%
-7.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -2.0% |
| 7D | -1.6% | +0.8% | -2.4% | -1.5% |
| 30D | +1.4% | +1.0% | +0.4% | +1.5% |
| 3M | -23.4% | -8.4% | -15.0% | -24.9% |
| 6M | -19.4% | -9.1% | -10.3% | -21.0% |
| All | -19.4% | -12.1% | -7.2% | -21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling