+268.0%
APH vs PAAS
+75.8%
+192.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.2% | -7.1% | -8.9% |
| 7D | -12.7% | -0.4% | -12.3% | -12.8% |
| 30D | -19.2% | -11.6% | -7.5% | -17.5% |
| 3M | -16.7% | -15.6% | -1.1% | -14.6% |
| 6M | +5.1% | -19.1% | +24.3% | +8.0% |
| YTD | +6.6% | -20.9% | +27.5% | +8.9% |
| 1Y | +3.9% | +21.3% | -17.4% | -1.3% |
| 3Y | +246.0% | +177.4% | +68.6% | +180.2% |
| 5Y | +268.0% | +71.3% | +196.6% | +219.3% |
| All | +268.0% | +75.8% | +192.2% | +219.3% |
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