+129.2%
APO vs PAYX
+21.7%
+107.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -3.5% | -4.9% | +1.3% | -0.7% |
| 30D | -6.6% | -3.8% | -2.8% | -4.4% |
| 3M | -3.3% | +17.9% | -21.1% | -13.3% |
| 6M | +22.6% | +26.1% | -3.5% | +4.2% |
| YTD | -9.8% | +6.7% | -16.5% | -14.4% |
| 1Y | -3.9% | -10.7% | +6.9% | +2.8% |
| 3Y | +52.5% | +7.0% | +45.5% | +40.2% |
| All | +129.2% | +21.7% | +107.5% | +93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling