+122.9%
APH vs PAAS
+113.1%
+9.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.1% | -46.7% | -47.6% |
| 7D | -48.7% | -6.5% | -42.2% | -48.0% |
| 30D | -51.9% | +6.8% | -58.7% | -52.5% |
| 3M | -43.6% | -2.9% | -40.7% | -43.5% |
| 6M | -37.5% | -16.4% | -21.1% | -36.2% |
| YTD | -38.6% | 0.0% | -38.7% | -39.5% |
| 1Y | -26.3% | +54.3% | -80.7% | -32.7% |
| 3Y | +89.2% | +230.7% | -141.5% | +49.4% |
| All | +122.9% | +113.1% | +9.8% | +82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling