-3.5%
APA vs PAYC
+351.9%
-355.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.5% |
| 7D | +0.3% | -8.7% | +9.1% | +3.1% |
| 30D | +9.3% | +1.2% | +8.1% | +8.7% |
| 3M | +23.3% | +58.6% | -35.3% | +4.9% |
| 6M | +39.5% | +56.6% | -17.1% | +18.2% |
| YTD | +87.6% | +36.2% | +51.4% | +65.2% |
| 1Y | +114.2% | -2.2% | +116.4% | +108.7% |
| 3Y | +13.6% | -22.3% | +35.9% | +12.7% |
| 5Y | +175.6% | -53.9% | +229.5% | +214.9% |
| All | -3.5% | +351.9% | -355.3% | -31.1% |
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 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