-56.0%
AFRM vs PAYC
-48.2%
-7.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -4.4% | +4.9% | -9.3% | -8.2% |
| 30D | -7.7% | +4.1% | -11.8% | -11.1% |
| 3M | -16.9% | +11.5% | -28.3% | -24.8% |
| 6M | +2.5% | +85.3% | -82.8% | -45.6% |
| YTD | -12.5% | +57.3% | -69.8% | -47.2% |
| 1Y | -11.0% | +52.6% | -63.6% | -44.9% |
| 3Y | +184.6% | +48.3% | +136.3% | +58.2% |
| All | -56.0% | -48.2% | -7.8% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling