+260.5%
PG vs APO
+1,716.2%
-1,455.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.0% |
| 7D | -3.4% | -1.0% | -2.4% | -3.3% |
| 30D | -2.6% | -0.4% | -2.2% | -2.6% |
| 3M | -3.3% | -0.9% | -2.5% | -3.4% |
| 6M | -6.7% | +22.1% | -28.9% | -8.9% |
| YTD | +1.7% | -8.4% | +10.1% | +2.2% |
| 1Y | -7.9% | -0.9% | -7.0% | -8.5% |
| 3Y | +0.9% | +56.1% | -55.2% | -7.1% |
| 5Y | +12.6% | +136.0% | -123.4% | -3.8% |
| 10Y | +117.2% | +949.3% | -832.1% | +49.2% |
| All | +260.5% | +1,716.2% | -1,455.7% | +123.1% |
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