+7.0%
PAYX vs APTV
-55.4%
+62.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -4.9% | -5.0% | +0.2% | -4.4% |
| 30D | -3.8% | -6.1% | +2.3% | -3.3% |
| 3M | +17.9% | -33.0% | +50.9% | +21.9% |
| 6M | +26.1% | -35.2% | +61.3% | +30.7% |
| YTD | +6.7% | -40.1% | +46.9% | +11.7% |
| 1Y | -10.7% | -45.6% | +34.9% | -5.5% |
| 3Y | +7.0% | -54.4% | +61.3% | +12.5% |
| All | +7.0% | -55.4% | +62.4% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling