+29.4%
KDP vs PAYC
+43.7%
-14.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | -0.3% |
| 7D | +2.2% | -10.2% | +12.4% | +3.0% |
| 30D | +19.9% | +6.1% | +13.8% | +19.5% |
| 3M | +21.5% | +10.1% | +11.4% | +20.7% |
| 6M | +30.1% | +88.6% | -58.5% | +24.5% |
| YTD | +34.9% | +50.0% | -15.0% | +31.7% |
| 1Y | +43.4% | +46.1% | -2.7% | +40.2% |
| All | +29.4% | +43.7% | -14.3% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling