+946.8%
APO vs PAAS
+197.3%
+749.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | +0.1% | +2.0% | -1.9% | -0.1% |
| 30D | +3.9% | -0.1% | +3.9% | +3.7% |
| 3M | +3.8% | +8.2% | -4.5% | +2.6% |
| 6M | +22.3% | -13.8% | +36.1% | +23.1% |
| YTD | -7.8% | -0.6% | -7.2% | -9.1% |
| 1Y | -0.3% | +44.0% | -44.3% | -5.9% |
| 3Y | +57.1% | +246.6% | -189.5% | +33.5% |
| 5Y | +137.0% | +116.1% | +20.9% | +106.4% |
| 10Y | +946.8% | +202.7% | +744.1% | +798.1% |
| All | +946.8% | +197.3% | +749.5% | +798.1% |
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 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