+1,237.1%
AAPL vs PAAS
+218.1%
+1,018.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.6% |
| 7D | -3.0% | +2.6% | -5.6% | -3.2% |
| 30D | +2.3% | +2.5% | -0.2% | +1.9% |
| 3M | +8.6% | +15.1% | -6.4% | +6.8% |
| 6M | +21.6% | -12.1% | +33.6% | +22.2% |
| YTD | +16.3% | +3.1% | +13.2% | +14.5% |
| 1Y | +35.1% | +50.8% | -15.8% | +27.2% |
| 3Y | +79.4% | +259.5% | -180.1% | +50.9% |
| 5Y | +109.8% | +126.3% | -16.5% | +81.7% |
| 10Y | +1,237.1% | +239.7% | +997.3% | +1,009.1% |
| All | +1,237.1% | +218.1% | +1,018.9% | +1,009.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling