+344.9%
AHR vs PAYC
+11.3%
+333.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.5% |
| 7D | -4.3% | -8.7% | +4.4% | -4.0% |
| 30D | -3.1% | +1.2% | -4.2% | -3.1% |
| 3M | +15.7% | +58.6% | -42.9% | +13.4% |
| 6M | +4.1% | +56.6% | -52.5% | +2.2% |
| YTD | +15.4% | +36.2% | -20.8% | +14.7% |
| 1Y | +28.0% | -2.2% | +30.2% | +31.7% |
| All | +344.9% | +11.3% | +333.6% | +354.1% |
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