+202.7%
PAAS vs APTV
-19.3%
+222.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +4.0% | +0.3% |
| 7D | +2.0% | +2.0% | 0.0% | +1.5% |
| 30D | -0.1% | -7.7% | +7.6% | +1.5% |
| 3M | +8.2% | -34.0% | +42.2% | +17.4% |
| 6M | -13.8% | -37.1% | +23.3% | -6.1% |
| YTD | -0.6% | -39.9% | +39.3% | +9.1% |
| 1Y | +44.0% | -44.4% | +88.4% | +60.4% |
| 3Y | +246.6% | -54.5% | +301.1% | +292.3% |
| 5Y | +116.1% | -69.1% | +185.2% | +155.3% |
| 10Y | +202.7% | -20.0% | +222.7% | +213.8% |
| All | +202.7% | -19.3% | +222.0% | +213.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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