+185.5%
PAAS vs APTV
-25.9%
+211.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -5.0% | -5.6% |
| 7D | +4.2% | -4.3% | +8.5% | +5.2% |
| 30D | -13.8% | -9.7% | -4.1% | -11.9% |
| 3M | -22.7% | -20.6% | -2.2% | -19.0% |
| 6M | -32.1% | -31.7% | -0.4% | -27.1% |
| YTD | -22.3% | -48.0% | +25.7% | -12.1% |
| 1Y | +7.7% | -52.1% | +59.7% | +23.8% |
| 3Y | +214.0% | -47.9% | +261.9% | +246.7% |
| 5Y | +63.2% | -76.9% | +140.1% | +105.0% |
| 10Y | +185.5% | -26.7% | +212.2% | +200.0% |
| All | +185.5% | -25.9% | +211.4% | +200.0% |
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