+510.2%
KDP vs PAYC
+1,266.0%
-755.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.1% | +1.7% |
| 7D | +8.2% | -9.5% | +17.7% | +9.2% |
| 30D | +18.4% | +2.5% | +15.9% | +18.1% |
| 3M | +29.2% | +11.7% | +17.6% | +27.9% |
| 6M | +32.3% | +74.6% | -42.4% | +25.0% |
| YTD | +38.5% | +50.4% | -11.9% | +32.3% |
| 1Y | +48.5% | +44.0% | +4.5% | +42.4% |
| 3Y | +32.5% | +42.5% | -10.0% | +25.9% |
| 5Y | +19.7% | -50.3% | +69.9% | +22.8% |
| 10Y | +256.4% | +521.2% | -264.8% | +193.3% |
| All | +510.2% | +1,266.0% | -755.8% | +392.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling