+456.7%
APA vs PAAS
+971.0%
-514.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.2% | +2.4% |
| 7D | -15.5% | +8.4% | -23.9% | -17.0% |
| 30D | +2.4% | -7.2% | +9.6% | +3.4% |
| 3M | +22.8% | -14.0% | +36.8% | +25.2% |
| 6M | +17.9% | -26.8% | +44.7% | +22.6% |
| YTD | +87.7% | -19.8% | +107.5% | +87.7% |
| 1Y | +94.2% | +22.8% | +71.3% | +77.8% |
| 3Y | +27.2% | +183.6% | -156.4% | -4.7% |
| 5Y | +74.1% | +73.8% | +0.3% | +40.2% |
| 10Y | +2.6% | +185.6% | -182.9% | -31.4% |
| All | +456.7% | +971.0% | -514.4% | +191.1% |
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