-21.1%
PCG vs APTV
-51.8%
+30.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.2% | -8.9% | +6.7% | -1.3% |
| 30D | -0.5% | -9.5% | +9.1% | +0.5% |
| 3M | -24.0% | -20.6% | -3.4% | -22.4% |
| 6M | -18.6% | -28.9% | +10.3% | -16.9% |
| YTD | -17.7% | -48.2% | +30.5% | -12.9% |
| All | -21.1% | -51.8% | +30.8% | -16.4% |
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