-55.4%
APP vs PAYX
+7.8%
-63.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.0% | +9.8% |
| 7D | +4.5% | +9.7% | -5.2% | +1.6% |
| 30D | -3.6% | +20.2% | -23.8% | -9.8% |
| 3M | -35.3% | +1.1% | -36.3% | -35.8% |
| 6M | -42.8% | +32.7% | -75.5% | -52.3% |
| YTD | -59.7% | +10.5% | -70.2% | -67.7% |
| 1Y | -55.4% | +8.7% | -64.1% | -64.8% |
| All | -55.4% | +7.8% | -63.1% | -64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling