+200.1%
PAAS vs ALK
-34.2%
+234.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.7% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +6.8% | -19.2% | +26.0% | +11.1% |
| 3M | -2.9% | -1.5% | -1.4% | -3.1% |
| 6M | -16.4% | -13.1% | -3.4% | -15.1% |
| YTD | 0.0% | -16.4% | +16.4% | +2.1% |
| 1Y | +54.3% | -33.1% | +87.4% | +63.2% |
| 3Y | +230.7% | +0.6% | +230.1% | +215.2% |
| 5Y | +111.6% | -26.4% | +138.0% | +108.6% |
| All | +200.1% | -34.2% | +234.3% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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