+35,732.2%
PAYX vs APA
+832.5%
+34,899.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.8% | -5.8% | -4.2% |
| 7D | -6.9% | -1.7% | -5.2% | -6.7% |
| 30D | -2.6% | +15.7% | -18.3% | -4.7% |
| 3M | +19.4% | +16.5% | +3.0% | +16.5% |
| 6M | +18.7% | +35.1% | -16.4% | +12.8% |
| YTD | +7.8% | +82.2% | -74.4% | -2.1% |
| 1Y | -9.9% | +102.5% | -112.3% | -19.8% |
| 3Y | +7.4% | +10.3% | -2.9% | +1.8% |
| 5Y | +21.8% | +166.1% | -144.3% | -1.6% |
| 10Y | +161.3% | -4.9% | +166.1% | +107.0% |
| All | +35,732.2% | +832.5% | +34,899.7% | +21,091.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling