+285.2%
APH vs PAYC
-48.2%
+333.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +4.9% | +4.9% | 0.0% | +4.2% |
| 30D | -5.4% | +4.1% | -9.5% | -6.1% |
| 3M | -5.5% | +11.5% | -16.9% | -7.2% |
| 6M | +25.9% | +85.3% | -59.4% | +12.9% |
| YTD | +16.4% | +57.3% | -40.9% | +7.0% |
| 1Y | +16.5% | +52.6% | -36.1% | +7.7% |
| 3Y | +270.9% | +48.3% | +222.6% | +237.7% |
| All | +285.2% | -48.2% | +333.4% | +339.6% |
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