-30.9%
APA vs PAYC
+1,229.9%
-1,260.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.7% | +0.5% | -2.2% |
| 7D | +0.5% | -2.9% | +3.4% | +1.3% |
| 30D | +23.4% | +32.8% | -9.4% | +13.5% |
| 3M | +12.7% | +69.3% | -56.6% | -3.8% |
| 6M | +39.4% | +74.0% | -34.6% | +17.3% |
| YTD | +79.0% | +46.4% | +32.5% | +57.2% |
| 1Y | +88.8% | +4.2% | +84.7% | +81.5% |
| 3Y | +6.4% | -19.7% | +26.1% | +4.8% |
| 5Y | +153.0% | -52.0% | +205.0% | +178.8% |
| 10Y | +7.5% | +356.9% | -349.3% | -24.3% |
| All | -30.9% | +1,229.9% | -1,260.7% | -57.2% |
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