-61.5%
PCG vs APO
+1,518.9%
-1,580.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.9% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | +1.4% | +1.0% | +0.4% | +1.0% |
| 3M | -23.4% | -8.4% | -15.0% | -22.4% |
| 6M | -19.4% | -9.1% | -10.3% | -18.5% |
| YTD | -18.5% | -18.3% | -0.2% | -16.2% |
| 1Y | -19.5% | -8.0% | -11.6% | -19.6% |
| 3Y | -21.0% | +47.1% | -68.0% | -30.8% |
| 5Y | +13.7% | +67.2% | -53.4% | -6.0% |
| 10Y | -77.2% | +871.8% | -949.0% | -85.7% |
| All | -61.5% | +1,518.9% | -1,580.3% | -77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling