+506.6%
APP vs PAAS
+32.9%
+473.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.8% | +2.3% | -1.4% |
| 7D | +61.1% | +4.2% | +56.9% | +58.6% |
| 30D | +42.8% | -13.8% | +56.6% | +50.8% |
| 3M | +16.7% | -22.7% | +39.4% | +26.6% |
| 6M | -15.6% | -32.1% | +16.5% | -4.9% |
| YTD | -41.3% | -22.3% | -19.0% | -37.8% |
| 1Y | -39.3% | +7.7% | -46.9% | -43.4% |
| 3Y | +803.2% | +214.0% | +589.2% | +402.8% |
| 5Y | +313.2% | +63.2% | +249.9% | +187.1% |
| All | +506.6% | +32.9% | +473.7% | +363.9% |
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