+171.6%
BKR vs PAYC
-52.9%
+224.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | -7.0% | -5.5% | -1.5% | -6.5% |
| 30D | -8.1% | +3.8% | -11.9% | -8.6% |
| 3M | -6.6% | +65.8% | -72.4% | -12.3% |
| 6M | +0.9% | +68.7% | -67.8% | -5.9% |
| YTD | +31.1% | +38.3% | -7.3% | +25.5% |
| 1Y | +27.7% | -2.4% | +30.1% | +28.7% |
| 3Y | +71.2% | -21.5% | +92.8% | +73.1% |
| All | +171.6% | -52.9% | +224.5% | +204.0% |
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