+1,041.3%
APH vs PAYC
+330.2%
+711.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.1% |
| 7D | +0.2% | -7.9% | +8.1% | +2.0% |
| 30D | -3.3% | +2.1% | -5.5% | -4.0% |
| 3M | +14.0% | +61.8% | -47.7% | +0.5% |
| 6M | +24.4% | +59.9% | -35.5% | +9.0% |
| YTD | +21.4% | +38.5% | -17.1% | +9.5% |
| 1Y | +48.9% | -1.4% | +50.3% | +45.9% |
| 3Y | +290.1% | -21.0% | +311.1% | +284.7% |
| 5Y | +352.8% | -52.9% | +405.7% | +398.7% |
| 10Y | +1,041.3% | +332.8% | +708.5% | +631.8% |
| All | +1,041.3% | +330.2% | +711.0% | +631.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling