+166.3%
AXON vs PAYX
+20.8%
+145.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | -11.0% | -7.9% | -3.1% | -6.5% |
| 30D | -24.7% | -5.0% | -19.7% | -22.3% |
| 3M | +7.0% | +15.1% | -8.1% | -2.1% |
| 6M | -9.6% | +23.9% | -33.6% | -21.0% |
| YTD | -15.7% | +6.2% | -21.9% | -19.6% |
| 1Y | -35.9% | -9.6% | -26.3% | -33.3% |
| 3Y | +123.0% | +5.8% | +117.2% | +104.4% |
| 5Y | +166.3% | +22.0% | +144.4% | +130.5% |
| All | +166.3% | +20.8% | +145.5% | +130.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling