+26.1%
PAAS vs AWK
+20.7%
+5.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.2% | +6.2% | +9.1% |
| 7D | -1.1% | +7.0% | -8.1% | +1.3% |
| 30D | -8.5% | +17.0% | -25.5% | -3.4% |
| 3M | -7.3% | +12.4% | -19.7% | -3.2% |
| 6M | -18.3% | +19.6% | -37.9% | -11.5% |
| YTD | -19.2% | +17.0% | -36.2% | -11.2% |
| 1Y | +26.1% | +20.0% | +6.1% | +41.8% |
| All | +26.1% | +20.7% | +5.5% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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