-24.9%
AFRM vs PAYC
-43.7%
+18.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.7% | +1.1% | +0.4% |
| 7D | -7.0% | -2.9% | -4.1% | -4.7% |
| 30D | -7.8% | +32.8% | -40.6% | -30.6% |
| 3M | +5.3% | +69.3% | -64.0% | -38.1% |
| 6M | +42.6% | +74.0% | -31.3% | -20.1% |
| YTD | -2.8% | +46.4% | -49.2% | -37.0% |
| 1Y | -19.3% | +4.2% | -23.5% | -28.6% |
| 3Y | +231.0% | -19.7% | +250.7% | +223.6% |
| 5Y | -22.2% | -52.0% | +29.8% | +49.4% |
| All | -24.9% | -43.7% | +18.8% | +19.7% |
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