+857.2%
APO vs PAAS
+192.1%
+665.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | +0.8% | +8.4% | -7.6% | 0.0% |
| 30D | +1.0% | -7.2% | +8.2% | +1.7% |
| 3M | -8.4% | -14.0% | +5.6% | -7.4% |
| 6M | -9.1% | -26.8% | +17.7% | -6.9% |
| YTD | -18.3% | -19.8% | +1.5% | -17.9% |
| 1Y | -8.0% | +22.8% | -30.8% | -11.7% |
| 3Y | +47.1% | +183.6% | -136.6% | +27.1% |
| 5Y | +67.2% | +73.8% | -6.7% | +48.3% |
| All | +857.2% | +192.1% | +665.1% | +734.9% |
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