+1,366.6%
APH vs PAYC
+1,262.3%
+104.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.1% | +9.2% | +5.1% |
| 7D | -5.9% | -10.2% | +4.2% | -4.0% |
| 30D | -14.8% | +6.1% | -20.9% | -16.0% |
| 3M | -12.4% | +10.1% | -22.5% | -14.5% |
| 6M | +8.1% | +88.6% | -80.6% | -7.2% |
| YTD | +10.9% | +50.0% | -39.0% | -0.8% |
| 1Y | +8.8% | +46.1% | -37.3% | -2.3% |
| 3Y | +262.1% | +51.2% | +210.9% | +214.3% |
| 5Y | +283.1% | -51.7% | +334.8% | +310.7% |
| 10Y | +908.1% | +467.4% | +440.7% | +581.8% |
| All | +1,366.6% | +1,262.3% | +104.4% | +805.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling