+120.2%
BKR vs PAYX
+167.8%
-47.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -7.0% | -4.9% | -2.1% | -4.7% |
| 30D | -8.1% | -3.8% | -4.3% | -6.7% |
| 3M | -6.6% | +17.9% | -24.5% | -15.6% |
| 6M | +0.9% | +26.1% | -25.2% | -13.1% |
| YTD | +31.1% | +6.7% | +24.4% | +23.1% |
| 1Y | +27.7% | -10.7% | +38.5% | +32.8% |
| 3Y | +71.2% | +7.0% | +64.3% | +56.3% |
| 5Y | +177.6% | +22.6% | +155.0% | +123.5% |
| All | +120.2% | +167.8% | -47.7% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 10y: compounded portfolio wealth divided by compounded PAYX 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…
10y analysis · Full analysis span regression · 6 months rolling