+166.1%
APA vs PAYC
-53.3%
+219.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.4% | +7.2% | +3.0% |
| 7D | -1.7% | -7.9% | +6.2% | +0.1% |
| 30D | +15.7% | +2.1% | +13.6% | +15.0% |
| 3M | +16.5% | +61.8% | -45.3% | +3.1% |
| 6M | +35.1% | +59.9% | -24.8% | +19.3% |
| YTD | +82.2% | +38.5% | +43.7% | +66.0% |
| 1Y | +102.5% | -1.4% | +103.8% | +100.3% |
| 3Y | +10.3% | -21.0% | +31.3% | +11.5% |
| 5Y | +166.1% | -52.9% | +219.0% | +202.9% |
| All | +166.1% | -53.3% | +219.4% | +202.9% |
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