-9.6%
PAYX vs AFRM
-24.5%
+14.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -7.9% | -8.5% | +0.6% | -7.1% |
| 30D | -5.0% | -11.4% | +6.3% | -4.0% |
| 3M | +15.1% | +8.2% | +6.9% | +13.8% |
| 6M | +23.9% | +36.6% | -12.7% | +18.1% |
| YTD | +6.2% | -8.7% | +14.8% | +3.7% |
| 1Y | -9.6% | -19.9% | +10.3% | -13.1% |
| All | -9.6% | -24.5% | +14.8% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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