+908.2%
APO vs PAYC
+352.8%
+555.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.4% |
| 7D | -4.9% | -10.2% | +5.3% | -1.6% |
| 30D | -8.4% | +2.0% | -10.4% | -9.1% |
| 3M | -2.1% | +58.3% | -60.3% | -17.5% |
| 6M | +19.2% | +64.5% | -45.2% | -1.8% |
| YTD | -10.5% | +36.5% | -47.1% | -21.8% |
| 1Y | -2.7% | -1.3% | -1.4% | -5.3% |
| 3Y | +52.5% | -22.1% | +74.6% | +50.0% |
| 5Y | +132.1% | -53.3% | +185.4% | +167.3% |
| All | +908.2% | +352.8% | +555.4% | +557.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling