-31.7%
AFRM vs PAYC
-39.5%
+7.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.5% | -5.5% | -5.1% |
| 7D | -5.5% | -0.5% | -5.0% | -5.3% |
| 30D | -15.5% | +5.2% | -20.6% | -19.4% |
| 3M | -10.3% | +18.0% | -28.3% | -22.5% |
| 6M | +0.6% | +81.6% | -81.0% | -45.3% |
| YTD | -11.5% | +57.3% | -68.8% | -46.4% |
| 1Y | -16.6% | +49.8% | -66.4% | -47.2% |
| 3Y | +193.5% | +49.0% | +144.5% | +64.8% |
| 5Y | -55.8% | -47.8% | -8.0% | -21.6% |
| All | -31.7% | -39.5% | +7.9% | +1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling