+130,576.0%
APH vs PAYX
+24,360.2%
+106,215.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | 0.0% |
| 7D | +0.2% | -6.9% | +7.1% | +2.5% |
| 30D | -3.3% | -2.6% | -0.8% | -2.8% |
| 3M | +14.0% | +19.4% | -5.4% | +6.4% |
| 6M | +24.4% | +18.7% | +5.8% | +15.6% |
| YTD | +21.4% | +7.8% | +13.6% | +15.9% |
| 1Y | +48.9% | -9.9% | +58.8% | +50.3% |
| 3Y | +290.1% | +7.4% | +282.7% | +266.0% |
| 5Y | +352.8% | +21.8% | +331.0% | +308.0% |
| 10Y | +1,041.3% | +161.3% | +880.0% | +706.5% |
| All | +130,576.0% | +24,360.2% | +106,215.7% | +57,221.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling