+55.5%
PAYX vs AFRM
-20.7%
+76.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.6% | -3.9% |
| 7D | -6.9% | +3.1% | -10.0% | -7.2% |
| 30D | -2.6% | -4.2% | +1.6% | -2.3% |
| 3M | +19.4% | +10.1% | +9.3% | +18.2% |
| 6M | +18.7% | +39.4% | -20.8% | +14.9% |
| YTD | +7.8% | -3.2% | +10.9% | +7.1% |
| 1Y | -9.9% | -16.1% | +6.2% | -9.8% |
| 3Y | +7.4% | +220.8% | -213.4% | -8.4% |
| 5Y | +21.8% | -17.7% | +39.5% | +2.8% |
| All | +55.5% | -20.7% | +76.2% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling