+24.8%
KEY vs PAYC
+46.9%
-22.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -0.5% |
| 7D | +1.8% | -0.5% | +2.2% | +1.8% |
| 30D | +7.1% | +5.2% | +2.0% | +7.4% |
| 3M | -5.9% | +18.0% | -23.9% | -5.4% |
| 6M | +2.2% | +81.6% | -79.4% | +3.4% |
| YTD | +6.4% | +57.3% | -50.9% | +12.7% |
| 1Y | +24.8% | +49.8% | -25.1% | +35.7% |
| All | +24.8% | +46.9% | -22.1% | +35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling