+951.3%
APH vs PAYC
+451.9%
+499.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.3% |
| 7D | +1.1% | -11.1% | +12.2% | +3.7% |
| 30D | -7.5% | +1.8% | -9.3% | -8.2% |
| 3M | -4.4% | +10.2% | -14.6% | -7.1% |
| 6M | +26.5% | +73.5% | -47.1% | +8.7% |
| YTD | +20.0% | +49.4% | -29.4% | +5.8% |
| 1Y | +16.9% | +47.2% | -30.3% | +3.3% |
| 3Y | +288.5% | +44.4% | +244.1% | +234.0% |
| 5Y | +310.3% | -52.1% | +362.4% | +353.2% |
| 10Y | +951.3% | +474.3% | +477.0% | +514.8% |
| All | +951.3% | +451.9% | +499.3% | +514.8% |
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 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