+42.4%
PAAS vs AFRM
-25.1%
+67.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.7% |
| 7D | +8.4% | -7.3% | +15.7% | +9.2% |
| 30D | -7.2% | -9.6% | +2.4% | -6.2% |
| 3M | -14.0% | -11.1% | -3.0% | -13.2% |
| 6M | -26.8% | +3.9% | -30.6% | -27.2% |
| YTD | -19.8% | -8.5% | -11.3% | -19.7% |
| 1Y | +22.8% | +3.3% | +19.6% | +21.4% |
| 3Y | +183.6% | +213.7% | -30.1% | +141.9% |
| 5Y | +73.8% | -58.5% | +132.4% | +49.3% |
| All | +42.4% | -25.1% | +67.5% | +20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling