+1,055.5%
APH vs PAYC
+354.8%
+700.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.5% | +1.7% |
| 7D | +5.0% | -2.9% | +7.8% | +5.6% |
| 30D | -3.9% | +32.8% | -36.6% | -10.5% |
| 3M | +13.0% | +69.3% | -56.3% | -1.4% |
| 6M | +25.2% | +74.0% | -48.8% | +7.5% |
| YTD | +22.9% | +46.4% | -23.5% | +9.5% |
| 1Y | +47.8% | +4.2% | +43.7% | +43.2% |
| 3Y | +283.0% | -19.7% | +302.8% | +277.8% |
| 5Y | +349.7% | -52.0% | +401.7% | +394.9% |
| All | +1,055.5% | +354.8% | +700.7% | +632.1% |
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