-57.7%
PCG vs APO
+1,753.5%
-1,811.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.6% |
| 7D | -13.9% | -1.0% | -12.8% | -13.8% |
| 30D | -16.9% | +3.5% | -20.3% | -17.7% |
| 3M | -14.7% | +4.5% | -19.3% | -16.0% |
| 6M | -23.8% | +22.8% | -46.6% | -27.9% |
| YTD | -10.5% | -6.5% | -4.0% | -10.4% |
| 1Y | -5.1% | +0.8% | -5.9% | -7.0% |
| 3Y | -11.6% | +62.0% | -73.6% | -24.0% |
| 5Y | +59.0% | +138.2% | -79.2% | +22.0% |
| 10Y | -75.7% | +940.3% | -1,016.0% | -85.2% |
| All | -57.7% | +1,753.5% | -1,811.2% | -75.7% |
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