+1.6%
PG vs APO
+52.1%
-50.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | -0.8% | -3.5% | +2.7% | -0.8% |
| 30D | +0.8% | -6.6% | +7.4% | +0.7% |
| 3M | -1.3% | -3.3% | +1.9% | -1.4% |
| 6M | -3.8% | +22.6% | -26.4% | -3.3% |
| YTD | +3.6% | -9.8% | +13.4% | +3.7% |
| 1Y | -5.7% | -3.9% | -1.9% | -5.6% |
| 3Y | +1.6% | +52.5% | -50.9% | +4.9% |
| All | +1.6% | +52.1% | -50.5% | +4.9% |
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