-2.7%
APO vs PAYC
-1.1%
-1.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.4% |
| 7D | -4.9% | -10.2% | +5.3% | -3.6% |
| 30D | -8.4% | +2.0% | -10.4% | -8.6% |
| 3M | -2.1% | +58.3% | -60.3% | -8.8% |
| 6M | +19.2% | +64.5% | -45.2% | +8.9% |
| YTD | -10.5% | +36.5% | -47.1% | -13.9% |
| 1Y | -2.7% | -1.3% | -1.4% | +4.9% |
| All | -2.7% | -1.1% | -1.6% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling