+105.3%
KEY vs PAYC
+474.5%
-369.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.5% |
| 7D | +0.5% | -9.5% | +10.0% | +3.4% |
| 30D | +6.9% | +2.5% | +4.4% | +5.9% |
| 3M | -5.0% | +11.7% | -16.7% | -8.5% |
| 6M | +0.7% | +74.6% | -73.9% | -17.0% |
| YTD | +6.5% | +50.4% | -43.9% | -9.3% |
| 1Y | +22.6% | +44.0% | -21.4% | +6.0% |
| 3Y | +125.3% | +42.5% | +82.9% | +89.9% |
| 5Y | +13.9% | -50.3% | +64.2% | +26.6% |
| 10Y | +105.3% | +521.2% | -415.9% | +15.7% |
| All | +105.3% | +474.5% | -369.2% | +15.7% |
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