+54.3%
PAAS vs AFRM
-15.0%
+69.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.8% |
| 7D | -2.9% | -7.0% | +4.1% | -1.4% |
| 30D | +6.8% | -7.8% | +14.6% | +8.4% |
| 3M | -2.9% | +5.3% | -8.2% | -4.5% |
| 6M | -16.4% | +42.6% | -59.1% | -22.4% |
| YTD | 0.0% | -2.8% | +2.8% | -3.1% |
| 1Y | +54.3% | -19.3% | +73.6% | +44.1% |
| All | +54.3% | -15.0% | +69.3% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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