+354.4%
ARKK vs PAYX
+256.7%
+97.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.3% |
| 7D | -3.1% | -4.9% | +1.8% | -0.1% |
| 30D | +2.7% | -3.8% | +6.5% | +5.0% |
| 3M | +10.8% | +17.9% | -7.1% | -1.9% |
| 6M | +14.4% | +26.1% | -11.7% | -4.2% |
| YTD | +8.7% | +6.7% | +1.9% | +1.1% |
| 1Y | +6.7% | -10.7% | +17.5% | +11.7% |
| 3Y | +87.4% | +7.0% | +80.4% | +68.9% |
| 5Y | -29.5% | +22.6% | -52.1% | -39.9% |
| 10Y | +331.8% | +166.5% | +165.3% | +133.1% |
| All | +354.4% | +256.7% | +97.7% | +109.6% |
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