+48.5%
PFE vs APO
+821.0%
-772.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.9% |
| 7D | -2.1% | +3.5% | -5.6% | -2.6% |
| 30D | +3.1% | +4.4% | -1.3% | +2.3% |
| 3M | +11.2% | -12.1% | +23.3% | +13.2% |
| 6M | +15.0% | -7.2% | +22.3% | +15.9% |
| YTD | +23.5% | -15.1% | +38.7% | +25.7% |
| 1Y | +18.9% | -7.7% | +26.6% | +19.3% |
| 3Y | +18.7% | +49.6% | -30.9% | +7.0% |
| 5Y | -24.0% | +78.3% | -102.3% | -35.3% |
| All | +48.5% | +821.0% | -772.5% | +0.8% |
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