+239.1%
KDP vs PAYC
+510.1%
-271.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.5% | -9.9% | -7.7% |
| 7D | -4.0% | -0.5% | -3.5% | -4.0% |
| 30D | +8.5% | +5.2% | +3.3% | +7.8% |
| 3M | +20.7% | +18.0% | +2.7% | +18.6% |
| 6M | +23.2% | +81.6% | -58.5% | +15.2% |
| YTD | +30.5% | +57.3% | -26.8% | +23.4% |
| 1Y | +35.9% | +49.8% | -14.0% | +29.2% |
| 3Y | +24.8% | +49.0% | -24.2% | +17.3% |
| 5Y | +13.4% | -47.8% | +61.2% | +17.1% |
| All | +239.1% | +510.1% | -271.0% | +176.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling