+49.6%
PFE vs APO
+903.0%
-853.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -1.3% |
| 7D | -4.7% | +2.3% | -7.0% | -5.1% |
| 30D | +3.4% | +3.0% | +0.4% | +2.8% |
| 3M | +9.2% | -3.7% | +12.9% | +9.6% |
| 6M | +15.8% | -7.5% | +23.3% | +16.7% |
| YTD | +23.4% | -14.5% | +38.0% | +25.5% |
| 1Y | +25.8% | -6.2% | +32.0% | +25.9% |
| 3Y | +17.8% | +51.9% | -34.1% | +5.8% |
| 5Y | -20.2% | +76.5% | -96.6% | -32.0% |
| 10Y | +49.6% | +895.2% | -845.6% | -9.8% |
| All | +49.6% | +903.0% | -853.4% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling