+164.0%
PAYX vs AMP
+589.3%
-425.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | -4.9% | -0.5% | -4.3% | -4.6% |
| 30D | -3.8% | -1.3% | -2.5% | -3.2% |
| 3M | +17.9% | +24.2% | -6.3% | +6.8% |
| 6M | +26.1% | +24.6% | +1.5% | +13.7% |
| YTD | +6.7% | +14.8% | -8.1% | -0.5% |
| 1Y | -10.7% | +12.8% | -23.5% | -16.3% |
| 3Y | +7.0% | +69.0% | -62.0% | -18.5% |
| 5Y | +22.6% | +124.9% | -102.3% | -20.1% |
| All | +164.0% | +589.3% | -425.3% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling