+22.6%
KEY vs PAYC
+47.5%
-24.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.3% |
| 7D | +0.5% | -9.5% | +10.0% | +0.5% |
| 30D | +6.9% | +2.5% | +4.4% | +7.1% |
| 3M | -5.0% | +11.7% | -16.7% | -4.5% |
| 6M | +0.7% | +74.6% | -73.9% | +1.8% |
| YTD | +6.5% | +50.4% | -43.9% | +12.4% |
| 1Y | +22.6% | +44.0% | -21.4% | +32.2% |
| All | +22.6% | +47.5% | -24.9% | +32.2% |
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