+78.7%
APO vs PAAS
+48.6%
+30.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +5.8% | -8.9% | +14.7% | +7.0% |
| 30D | +8.9% | -11.4% | +20.3% | +10.4% |
| 3M | -13.6% | -20.4% | +6.8% | -11.5% |
| 6M | -5.4% | -40.7% | +35.3% | +0.1% |
| YTD | -13.6% | -26.9% | +13.3% | -12.4% |
| 1Y | -2.5% | -3.1% | +0.6% | -5.4% |
| 3Y | +50.9% | +199.3% | -148.4% | +19.3% |
| All | +78.7% | +48.6% | +30.1% | +54.6% |
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