+182.6%
PFE vs APO
+1,753.5%
-1,570.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.2% |
| 7D | +1.8% | -1.0% | +2.8% | +1.9% |
| 30D | +10.2% | +3.5% | +6.8% | +9.5% |
| 3M | +12.7% | +4.5% | +8.1% | +11.6% |
| 6M | +10.5% | +22.8% | -12.2% | +6.5% |
| YTD | +20.2% | -6.5% | +26.7% | +20.6% |
| 1Y | +24.1% | +0.8% | +23.2% | +22.5% |
| 3Y | -3.6% | +62.0% | -65.5% | -14.0% |
| 5Y | -20.9% | +138.2% | -159.1% | -35.8% |
| 10Y | +35.8% | +940.3% | -904.4% | -18.4% |
| All | +182.6% | +1,753.5% | -1,570.8% | +44.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling