+1,804.4%
APO vs PAAS
+79.4%
+1,725.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | +3.5% | +6.8% | -3.3% | +2.5% |
| 3M | +4.5% | -2.9% | +7.4% | +4.4% |
| 6M | +22.8% | -16.4% | +39.2% | +24.0% |
| YTD | -6.5% | 0.0% | -6.5% | -7.9% |
| 1Y | +0.8% | +54.3% | -53.5% | -5.7% |
| 3Y | +62.0% | +230.7% | -168.7% | +36.9% |
| 5Y | +138.2% | +111.6% | +26.6% | +107.1% |
| 10Y | +940.3% | +211.7% | +728.6% | +730.7% |
| All | +1,804.4% | +79.4% | +1,725.1% | +1,481.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling