+930.0%
APH vs PAAS
+205.7%
+724.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.7% |
| 7D | +4.9% | -8.9% | +13.8% | +6.1% |
| 30D | -5.4% | -11.4% | +6.0% | -4.0% |
| 3M | -5.5% | -20.4% | +15.0% | -3.0% |
| 6M | +25.9% | -40.7% | +66.6% | +33.5% |
| YTD | +16.4% | -26.9% | +43.3% | +19.5% |
| 1Y | +16.5% | -3.1% | +19.6% | +15.7% |
| 3Y | +270.9% | +199.3% | +71.6% | +221.7% |
| 5Y | +289.5% | +48.3% | +241.2% | +253.4% |
| All | +930.0% | +205.7% | +724.3% | +797.2% |
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 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