+97,342.2%
AAPL vs PAAS
+1,235.6%
+96,106.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.3% |
| 7D | +0.1% | -2.9% | +3.0% | +0.3% |
| 30D | +3.0% | +6.8% | -3.8% | +2.3% |
| 3M | +2.9% | -2.9% | +5.8% | +2.8% |
| 6M | +22.1% | -16.4% | +38.5% | +23.1% |
| YTD | +18.0% | 0.0% | +18.0% | +17.0% |
| 1Y | +33.9% | +54.3% | -20.4% | +28.1% |
| 3Y | +71.2% | +230.7% | -159.5% | +52.4% |
| 5Y | +112.6% | +111.6% | +1.0% | +93.2% |
| 10Y | +1,198.8% | +211.7% | +987.1% | +1,012.5% |
| All | +97,342.2% | +1,235.6% | +96,106.5% | +69,663.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling