+955.2%
APH vs PAAS
+168.2%
+786.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.8% | +4.9% | -0.2% |
| 7D | -5.0% | +4.2% | -9.2% | -5.6% |
| 30D | -8.4% | -13.8% | +5.4% | -6.7% |
| 3M | -4.5% | -22.7% | +18.2% | -1.7% |
| 6M | +25.3% | -32.1% | +57.4% | +30.6% |
| YTD | +18.9% | -22.3% | +41.2% | +21.2% |
| 1Y | +11.9% | +7.7% | +4.3% | +9.8% |
| 3Y | +278.0% | +214.0% | +63.9% | +226.1% |
| 5Y | +306.4% | +63.2% | +243.2% | +265.2% |
| 10Y | +955.2% | +185.5% | +769.7% | +817.9% |
| All | +955.2% | +168.2% | +786.9% | +817.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling