+883.4%
APH vs PAAS
+192.1%
+691.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.5% | +2.7% | +3.9% |
| 7D | -5.9% | +8.4% | -14.3% | -7.0% |
| 30D | -14.8% | -7.2% | -7.6% | -14.1% |
| 3M | -12.4% | -14.0% | +1.6% | -11.1% |
| 6M | +8.1% | -26.8% | +34.8% | +11.6% |
| YTD | +10.9% | -19.8% | +30.7% | +12.6% |
| 1Y | +8.8% | +22.8% | -14.1% | +5.1% |
| 3Y | +262.1% | +183.6% | +78.4% | +214.8% |
| 5Y | +283.1% | +73.8% | +209.3% | +242.0% |
| All | +883.4% | +192.1% | +691.3% | +749.7% |
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 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