+355.9%
APH vs PAYC
-51.7%
+407.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.5% | +1.4% |
| 7D | +5.0% | -2.9% | +7.8% | +5.4% |
| 30D | -3.9% | +32.8% | -36.6% | -8.2% |
| 3M | +13.0% | +69.3% | -56.3% | +3.1% |
| 6M | +25.2% | +74.0% | -48.8% | +13.0% |
| YTD | +22.9% | +46.4% | -23.5% | +14.5% |
| 1Y | +47.8% | +4.2% | +43.7% | +47.7% |
| 3Y | +283.0% | -19.7% | +302.8% | +295.6% |
| All | +355.9% | -51.7% | +407.6% | +391.0% |
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