+23.6%
PAYX vs APTV
-69.3%
+92.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -4.9% | -5.0% | +0.2% | -4.0% |
| 30D | -3.8% | -6.1% | +2.3% | -2.8% |
| 3M | +17.9% | -33.0% | +50.9% | +26.2% |
| 6M | +26.1% | -35.2% | +61.3% | +34.9% |
| YTD | +6.7% | -40.1% | +46.9% | +15.9% |
| 1Y | -10.7% | -45.6% | +34.9% | -1.1% |
| 3Y | +7.0% | -54.4% | +61.3% | +21.0% |
| All | +23.6% | -69.3% | +92.9% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling