+1,885.2%
AAPL vs PAYC
+1,229.9%
+655.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -1.6% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +3.0% | +32.8% | -29.8% | -4.5% |
| 3M | +2.9% | +69.3% | -66.4% | -10.5% |
| 6M | +22.1% | +74.0% | -51.9% | +4.7% |
| YTD | +18.0% | +46.4% | -28.4% | +5.2% |
| 1Y | +33.9% | +4.2% | +29.8% | +29.5% |
| 3Y | +71.2% | -19.7% | +90.9% | +68.2% |
| 5Y | +112.6% | -52.0% | +164.6% | +130.9% |
| 10Y | +1,198.8% | +356.9% | +841.9% | +793.7% |
| All | +1,885.2% | +1,229.9% | +655.3% | +1,138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 all: compounded portfolio wealth divided by compounded PAYC 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…
all analysis · Full analysis span regression · 6 months rolling