-75.2%
PCG vs APTV
-19.3%
-55.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.6% | +8.3% | +5.1% |
| 7D | +5.4% | +2.0% | +3.4% | +4.7% |
| 30D | -15.1% | -7.7% | -7.4% | -13.1% |
| 3M | -9.8% | -34.0% | +24.2% | +1.7% |
| 6M | -18.0% | -37.1% | +19.1% | -7.2% |
| YTD | -7.2% | -39.9% | +32.7% | +6.0% |
| 1Y | +2.9% | -44.4% | +47.3% | +20.3% |
| 3Y | -11.1% | -54.5% | +43.4% | +6.6% |
| 5Y | +61.8% | -69.1% | +130.9% | +114.9% |
| 10Y | -75.2% | -20.0% | -55.2% | -78.2% |
| All | -75.2% | -19.3% | -55.9% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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