-4.2%
PCG vs APTV
-45.8%
+41.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -4.0% |
| 7D | +6.5% | -1.2% | +7.6% | +6.5% |
| 30D | -16.7% | -10.6% | -6.1% | -15.9% |
| 3M | -14.2% | -35.0% | +20.8% | -10.6% |
| 6M | -21.5% | -38.9% | +17.4% | -17.9% |
| YTD | -11.2% | -41.5% | +30.3% | -6.7% |
| 1Y | -4.2% | -45.8% | +41.6% | +2.8% |
| All | -4.2% | -45.8% | +41.6% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling