+16.4%
APH vs PAAS
+24.3%
-7.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +8.4% | -14.5% | -7.9% |
| 7D | -2.4% | -1.1% | -1.3% | -2.3% |
| 30D | -9.5% | -8.5% | -1.0% | -7.8% |
| 3M | -7.6% | -7.3% | -0.3% | -6.8% |
| 6M | +12.4% | -18.3% | +30.7% | +15.6% |
| YTD | +17.5% | -19.2% | +36.7% | +18.7% |
| 1Y | +16.4% | +26.1% | -9.7% | -0.2% |
| All | +16.4% | +24.3% | -7.9% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling