+169.3%
KEY vs PAYC
+329.2%
-159.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | +0.2% |
| 7D | -0.3% | -8.7% | +8.4% | +2.2% |
| 30D | -3.3% | +1.2% | -4.4% | -3.8% |
| 3M | -0.7% | +58.6% | -59.3% | -14.9% |
| 6M | +12.5% | +56.6% | -44.1% | -4.3% |
| YTD | +8.4% | +36.2% | -27.8% | -4.2% |
| 1Y | +18.4% | -2.2% | +20.6% | +15.6% |
| 3Y | +123.3% | -22.3% | +145.6% | +121.4% |
| 5Y | +38.8% | -53.9% | +92.7% | +56.1% |
| 10Y | +169.3% | +347.5% | -178.2% | +79.3% |
| All | +169.3% | +329.2% | -159.9% | +79.3% |
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