-29.3%
AFRM vs PAYC
-42.3%
+13.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.1% | +2.9% | +2.0% |
| 7D | -7.3% | -10.2% | +2.9% | +1.4% |
| 30D | -9.6% | +6.1% | -15.7% | -14.3% |
| 3M | -11.1% | +10.1% | -21.1% | -18.5% |
| 6M | +3.9% | +88.6% | -84.8% | -45.9% |
| YTD | -8.5% | +50.0% | -58.5% | -42.3% |
| 1Y | +3.3% | +46.1% | -42.8% | -33.5% |
| 3Y | +213.7% | +51.2% | +162.6% | +70.5% |
| 5Y | -58.5% | -51.7% | -6.9% | -21.4% |
| All | -29.3% | -42.3% | +13.0% | +9.6% |
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 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