+5.6%
PAAS vs AFRM
-11.9%
+17.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.2% | -2.2% |
| 7D | -5.2% | -10.3% | +5.1% | -2.2% |
| 30D | -13.9% | -13.7% | -0.2% | -10.4% |
| 3M | -23.8% | -11.6% | -12.2% | -21.5% |
| 6M | -36.4% | +2.1% | -38.5% | -37.3% |
| YTD | -23.4% | -8.9% | -14.5% | -24.1% |
| 1Y | +5.6% | -9.7% | +15.4% | +7.3% |
| All | +5.6% | -11.9% | +17.6% | +7.3% |
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