+1,098.4%
KDP vs PAYX
+492.3%
+606.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -0.8% |
| 7D | -1.6% | -7.5% | +5.9% | +1.2% |
| 30D | +9.5% | -5.3% | +14.8% | +11.6% |
| 3M | +2.6% | +15.6% | -13.0% | -2.9% |
| 6M | +15.6% | +19.5% | -3.8% | +7.5% |
| YTD | +17.3% | +5.8% | +11.6% | +13.6% |
| 1Y | +20.1% | -10.9% | +31.0% | +24.0% |
| 3Y | +4.9% | +5.4% | -0.5% | -0.3% |
| 5Y | +5.0% | +20.4% | -15.4% | -7.3% |
| 10Y | +179.8% | +164.1% | +15.7% | +64.8% |
| All | +1,098.4% | +492.3% | +606.2% | +308.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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