+30.5%
PAAS vs AFRM
-27.6%
+58.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.8% |
| 7D | -7.0% | -5.5% | -1.6% | -6.5% |
| 30D | -15.3% | -15.5% | +0.2% | -13.8% |
| 3M | -27.7% | -10.3% | -17.4% | -27.1% |
| 6M | -40.5% | +0.6% | -41.1% | -40.6% |
| YTD | -26.5% | -11.5% | -15.0% | -26.2% |
| 1Y | -0.8% | -16.6% | +15.8% | 0.0% |
| 3Y | +196.9% | +193.5% | +3.4% | +155.0% |
| 5Y | +49.2% | -55.8% | +105.0% | +28.6% |
| All | +30.5% | -27.6% | +58.0% | +10.8% |
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