+32.9%
PFE vs APO
+948.0%
-915.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | +3.8% | +3.9% | 0.0% | +3.1% |
| 3M | +10.4% | +3.8% | +6.6% | +9.5% |
| 6M | +6.3% | +22.3% | -16.0% | +2.4% |
| YTD | +17.4% | -7.8% | +25.2% | +18.1% |
| 1Y | +21.1% | -0.3% | +21.5% | +19.9% |
| 3Y | -1.6% | +57.1% | -58.7% | -12.1% |
| 5Y | -22.2% | +137.0% | -159.1% | -37.5% |
| 10Y | +32.9% | +946.8% | -914.0% | -25.7% |
| All | +32.9% | +948.0% | -915.1% | -25.7% |
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