+5.1%
KDP vs PAYC
-53.3%
+58.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.2% |
| 7D | +2.1% | -7.9% | +10.0% | +2.6% |
| 30D | +8.5% | +2.1% | +6.3% | +8.3% |
| 3M | +6.6% | +61.8% | -55.2% | +3.2% |
| 6M | +17.1% | +59.9% | -42.9% | +13.2% |
| YTD | +19.0% | +38.5% | -19.5% | +16.3% |
| 1Y | +21.8% | -1.4% | +23.1% | +21.7% |
| 3Y | +6.4% | -21.0% | +27.4% | +6.9% |
| 5Y | +5.1% | -52.9% | +58.1% | +5.6% |
| All | +5.1% | -53.3% | +58.4% | +5.6% |
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 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