+14.9%
RRX vs PAYC
-54.0%
+68.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -3.7% | -10.2% | +6.4% | -1.9% |
| 30D | -9.3% | +2.0% | -11.3% | -9.8% |
| 3M | -21.8% | +58.3% | -80.1% | -29.7% |
| 6M | -22.0% | +64.5% | -86.5% | -31.5% |
| YTD | +11.9% | +36.5% | -24.6% | +3.0% |
| 1Y | +11.6% | -1.3% | +12.9% | +12.3% |
| 3Y | +2.2% | -22.1% | +24.3% | +6.4% |
| 5Y | +14.9% | -53.3% | +68.2% | +28.4% |
| All | +14.9% | -54.0% | +68.9% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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