-29.4%
AFRM vs PAYC
-42.6%
+13.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.2% |
| 7D | -7.5% | -11.1% | +3.6% | +2.0% |
| 30D | -15.7% | +1.8% | -17.5% | -17.4% |
| 3M | -9.6% | +10.2% | -19.8% | -17.3% |
| 6M | +6.3% | +73.5% | -67.2% | -39.9% |
| YTD | -8.6% | +49.4% | -58.0% | -42.2% |
| 1Y | -7.6% | +47.2% | -54.8% | -40.9% |
| 3Y | +173.7% | +44.4% | +129.2% | +56.4% |
| 5Y | -56.9% | -52.1% | -4.8% | -17.7% |
| All | -29.4% | -42.6% | +13.2% | +9.8% |
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