+95.3%
AAPL vs PAAS
+195.7%
-100.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +4.1% | -8.9% | +13.1% | +4.9% |
| 30D | +4.0% | -11.4% | +15.4% | +4.8% |
| 3M | +16.8% | -20.4% | +37.2% | +18.5% |
| 6M | +19.4% | -40.7% | +60.1% | +23.6% |
| YTD | +31.5% | -26.9% | +58.4% | +32.9% |
| 1Y | +31.0% | -3.1% | +34.0% | +28.6% |
| 3Y | +95.3% | +199.3% | -104.0% | +72.4% |
| All | +95.3% | +195.7% | -100.4% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling