-40.4%
APTV vs PAYC
+5.6%
-46.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.7% | +6.7% | +3.0% |
| 7D | +4.8% | -2.9% | +7.7% | +4.7% |
| 30D | +2.0% | +32.8% | -30.8% | +2.4% |
| 3M | -34.2% | +69.3% | -103.5% | -34.4% |
| 6M | -34.7% | +74.0% | -108.6% | -35.3% |
| YTD | -37.0% | +46.4% | -83.4% | -35.9% |
| 1Y | -40.4% | +4.2% | -44.6% | -35.2% |
| All | -40.4% | +5.6% | -46.0% | -35.2% |
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