-23.9%
PAAS vs AAOX
-92.4%
+68.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.0% | +6.9% | -3.5% |
| 7D | -7.0% | +22.0% | -29.1% | -8.4% |
| 30D | -15.3% | -76.8% | +61.5% | -9.6% |
| 3M | -27.7% | -90.7% | +63.0% | -20.4% |
| 6M | -40.5% | -97.2% | +56.7% | -33.0% |
| All | -23.9% | -92.4% | +68.5% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 1y: compounded portfolio wealth divided by compounded AAOX 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…
1y analysis · Full analysis span regression · 6 months rolling