+27.2%
APA vs PAAS
+182.2%
-154.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.2% | +2.5% |
| 7D | -15.5% | +8.4% | -23.9% | -16.2% |
| 30D | +2.4% | -7.2% | +9.6% | +3.0% |
| 3M | +22.8% | -14.0% | +36.8% | +24.2% |
| 6M | +17.9% | -26.8% | +44.7% | +21.0% |
| YTD | +87.7% | -19.8% | +107.5% | +85.6% |
| 1Y | +94.2% | +22.8% | +71.3% | +74.1% |
| 3Y | +27.2% | +183.6% | -156.4% | -11.0% |
| All | +27.2% | +182.2% | -154.9% | -11.0% |
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