+20.4%
PAYX vs AFRM
-22.6%
+42.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.5% | +3.6% | -1.4% |
| 7D | -7.5% | -8.0% | +0.6% | -6.8% |
| 30D | -5.3% | -9.8% | +4.5% | -4.5% |
| 3M | +15.6% | +4.7% | +11.0% | +14.8% |
| 6M | +19.5% | +34.1% | -14.7% | +15.5% |
| YTD | +5.8% | -8.4% | +14.2% | +5.6% |
| 1Y | -10.9% | -22.9% | +12.1% | -10.1% |
| 3Y | +5.4% | +203.3% | -197.9% | -12.4% |
| 5Y | +20.4% | -26.0% | +46.4% | +1.0% |
| All | +20.4% | -22.6% | +42.9% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling