+1,722.3%
APO vs PAYX
+513.9%
+1,208.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.6% |
| 7D | -4.9% | -7.9% | +3.0% | +0.5% |
| 30D | -8.4% | -5.0% | -3.4% | -5.2% |
| 3M | -2.1% | +15.1% | -17.2% | -12.2% |
| 6M | +19.2% | +23.9% | -4.7% | +0.5% |
| YTD | -10.5% | +6.2% | -16.7% | -16.1% |
| 1Y | -2.7% | -9.6% | +6.9% | +2.2% |
| 3Y | +52.5% | +5.8% | +46.7% | +39.2% |
| 5Y | +132.1% | +22.0% | +110.1% | +89.9% |
| 10Y | +924.7% | +165.1% | +759.6% | +371.0% |
| All | +1,722.3% | +513.9% | +1,208.4% | +335.3% |
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