+1,276.0%
AAPL vs PAAS
+178.0%
+1,098.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.9% | -0.5% | +2.1% |
| 7D | +3.7% | +8.8% | -5.2% | +2.8% |
| 30D | +4.2% | -8.5% | +12.6% | +5.0% |
| 3M | +12.0% | -17.0% | +29.0% | +13.7% |
| 6M | +19.8% | -27.9% | +47.7% | +22.8% |
| YTD | +29.3% | -17.5% | +46.8% | +29.8% |
| 1Y | +31.1% | +22.8% | +8.3% | +25.9% |
| 3Y | +94.9% | +224.2% | -129.4% | +64.8% |
| 5Y | +138.1% | +73.6% | +64.4% | +110.6% |
| 10Y | +1,276.0% | +186.4% | +1,089.6% | +1,056.3% |
| All | +1,276.0% | +178.0% | +1,098.0% | +1,056.3% |
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