+23.6%
PAYX vs APA
+173.2%
-149.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | -4.9% | +4.6% | -9.4% | -5.4% |
| 30D | -3.8% | +11.9% | -15.7% | -5.3% |
| 3M | +17.9% | +22.5% | -4.6% | +14.4% |
| 6M | +26.1% | +37.5% | -11.5% | +19.9% |
| YTD | +6.7% | +87.2% | -80.4% | -2.9% |
| 1Y | -10.7% | +101.4% | -112.2% | -20.0% |
| 3Y | +7.0% | +16.9% | -9.9% | +0.9% |
| All | +23.6% | +173.2% | -149.6% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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