+895.2%
APO vs PAAS
+178.0%
+717.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.9% | +1.8% | +4.4% |
| 7D | +2.3% | +8.8% | -6.5% | +1.5% |
| 30D | +3.0% | -8.5% | +11.4% | +3.8% |
| 3M | -3.7% | -17.0% | +13.3% | -2.3% |
| 6M | -7.5% | -27.9% | +20.4% | -5.1% |
| YTD | -14.5% | -17.5% | +2.9% | -14.3% |
| 1Y | -6.2% | +22.8% | -29.0% | -10.0% |
| 3Y | +51.9% | +224.2% | -172.3% | +29.7% |
| 5Y | +76.5% | +73.6% | +2.8% | +56.5% |
| 10Y | +895.2% | +186.4% | +708.9% | +762.9% |
| All | +895.2% | +178.0% | +717.3% | +762.9% |
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