+430.8%
APA vs PAAS
+1,235.6%
-804.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.7% |
| 7D | +0.5% | -2.9% | +3.4% | +1.0% |
| 30D | +23.4% | +6.8% | +16.6% | +21.6% |
| 3M | +12.7% | -2.9% | +15.6% | +12.3% |
| 6M | +39.4% | -16.4% | +55.9% | +40.7% |
| YTD | +79.0% | 0.0% | +78.9% | +72.8% |
| 1Y | +88.8% | +54.3% | +34.5% | +66.0% |
| 3Y | +6.4% | +230.7% | -224.3% | -22.2% |
| 5Y | +153.0% | +111.6% | +41.3% | +97.4% |
| 10Y | +7.5% | +211.7% | -204.2% | -29.0% |
| All | +430.8% | +1,235.6% | -804.8% | +168.0% |
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 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