+47.1%
APO vs PAAS
+182.2%
-135.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.0% |
| YTD | -18.3% | -19.8% | +1.5% | -18.4% |
| 1Y | -8.0% | +22.8% | -30.8% | -13.5% |
| 3Y | +47.1% | +183.6% | -136.6% | +26.1% |
| All | +47.1% | +182.2% | -135.1% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling