+270.9%
APH vs PAYX
+12.5%
+258.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -1.7% |
| 7D | +4.9% | -1.2% | +6.1% | +4.8% |
| 30D | -5.4% | +7.8% | -13.2% | -4.7% |
| 3M | -5.5% | -6.8% | +1.4% | -5.3% |
| 6M | +25.9% | +31.3% | -5.4% | +24.7% |
| YTD | +16.4% | +7.7% | +8.6% | +17.9% |
| 1Y | +16.5% | +8.1% | +8.4% | +17.8% |
| 3Y | +270.9% | +12.2% | +258.7% | +257.9% |
| All | +270.9% | +12.5% | +258.4% | +257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling