-22.7%
PAAS vs AAOX
-92.4%
+69.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -15.1% | +9.3% | -4.8% |
| 7D | +4.2% | -48.4% | +52.6% | +7.4% |
| 30D | -13.8% | -84.4% | +70.6% | -5.3% |
| 3M | -22.7% | -91.5% | +68.7% | -14.7% |
| All | -22.7% | -92.4% | +69.7% | -14.7% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling