+667.4%
APH vs PAYC
+1,229.9%
-562.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.1% | -44.7% | -47.2% |
| 7D | -48.7% | -2.3% | -46.4% | -48.2% |
| 30D | -51.9% | +32.8% | -84.7% | -54.7% |
| 3M | -43.6% | +69.3% | -112.8% | -49.7% |
| 6M | -37.5% | +74.0% | -111.5% | -45.1% |
| YTD | -38.6% | +46.4% | -85.0% | -44.3% |
| 1Y | -26.3% | +4.2% | -30.5% | -28.2% |
| 3Y | +89.2% | -19.7% | +108.9% | +87.2% |
| 5Y | +119.8% | -52.0% | +171.8% | +137.8% |
| 10Y | +454.3% | +356.9% | +97.4% | +288.1% |
| All | +667.4% | +1,229.9% | -562.4% | +380.8% |
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 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