+170.1%
KDP vs PAYC
+352.8%
-182.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -4.3% | -10.2% | +5.9% | -3.3% |
| 30D | +7.8% | +2.0% | +5.9% | +7.6% |
| 3M | -0.1% | +58.3% | -58.3% | -5.1% |
| 6M | +14.0% | +64.5% | -50.5% | +7.5% |
| YTD | +15.1% | +36.5% | -21.5% | +10.5% |
| 1Y | +18.5% | -1.3% | +19.8% | +17.8% |
| 3Y | +2.9% | -22.1% | +25.0% | +2.7% |
| 5Y | +3.0% | -53.3% | +56.3% | +7.3% |
| All | +170.1% | +352.8% | -182.7% | +110.6% |
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