+355.9%
APH vs PAAS
+113.1%
+242.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.3% |
| 7D | +5.0% | -2.9% | +7.9% | +5.4% |
| 30D | -3.9% | +6.8% | -10.7% | -5.2% |
| 3M | +13.0% | -2.9% | +15.9% | +12.9% |
| 6M | +25.2% | -16.4% | +41.6% | +27.5% |
| YTD | +22.9% | 0.0% | +22.9% | +20.9% |
| 1Y | +47.8% | +54.3% | -6.5% | +34.8% |
| 3Y | +283.0% | +230.7% | +52.3% | +201.7% |
| All | +355.9% | +113.1% | +242.9% | +271.7% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling