+41,953.0%
PGR vs APA
+853.5%
+41,099.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -3.4% | +0.8% | -4.2% | -3.5% |
| 30D | +1.8% | +9.6% | -7.8% | +0.5% |
| 3M | +5.9% | +18.0% | -12.1% | +3.2% |
| 6M | +4.6% | +41.9% | -37.3% | -1.1% |
| YTD | +1.1% | +86.3% | -85.3% | -8.1% |
| 1Y | -6.6% | +97.9% | -104.4% | -16.1% |
| 3Y | +74.2% | +12.8% | +61.4% | +64.7% |
| 5Y | +159.5% | +177.2% | -17.7% | +107.4% |
| 10Y | +813.4% | -3.3% | +816.8% | +629.4% |
| All | +41,953.0% | +853.5% | +41,099.5% | +24,730.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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