+54.8%
APO vs PAYC
-22.8%
+77.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -1.0% | -8.7% | +7.8% | +0.1% |
| 30D | -0.4% | +1.2% | -1.5% | -0.5% |
| 3M | -0.9% | +58.6% | -59.5% | -7.2% |
| 6M | +22.1% | +56.6% | -34.5% | +14.1% |
| YTD | -8.4% | +36.2% | -44.6% | -12.9% |
| 1Y | -0.9% | -2.2% | +1.2% | -1.8% |
| All | +54.8% | -22.8% | +77.6% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling