-77.5%
APTV vs PAYC
-48.2%
-29.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.7% | +4.9% | -6.6% | -2.9% |
| 30D | -11.6% | +4.1% | -15.7% | -12.5% |
| 3M | -21.2% | +11.5% | -32.7% | -23.3% |
| 6M | -28.5% | +85.3% | -113.8% | -39.9% |
| YTD | -49.1% | +57.3% | -106.3% | -55.5% |
| 1Y | -52.2% | +52.6% | -104.8% | -57.9% |
| 3Y | -48.6% | +48.3% | -96.9% | -56.3% |
| All | -77.5% | -48.2% | -29.3% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling