+43.1%
PAYC vs BAM
+5.0%
+38.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -1.1% |
| 7D | -11.1% | +5.3% | -16.4% | -12.6% |
| 30D | +1.8% | +18.1% | -16.3% | -3.8% |
| 3M | +10.2% | +4.2% | +6.0% | +8.4% |
| 6M | +73.5% | +11.1% | +62.4% | +67.8% |
| YTD | +49.4% | +6.6% | +42.8% | +44.1% |
| All | +43.1% | +5.0% | +38.1% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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