+14.3%
PFE vs APO
+43.9%
-29.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.7% | +0.8% | -4.5% | -3.8% |
| 30D | +5.0% | +1.0% | +3.9% | +4.8% |
| 3M | +12.2% | -8.4% | +20.6% | +13.0% |
| 6M | +14.6% | -9.1% | +23.7% | +15.4% |
| YTD | +24.1% | -18.3% | +42.5% | +25.9% |
| 1Y | +26.6% | -8.0% | +34.5% | +27.0% |
| 3Y | +14.3% | +47.1% | -32.7% | +14.2% |
| All | +14.3% | +43.9% | -29.5% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling