+149.2%
KEY vs PAYC
+1,262.3%
-1,113.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.1% | +4.6% | +0.8% |
| 7D | -1.3% | -10.2% | +8.9% | +1.4% |
| 30D | +5.1% | +6.1% | -1.0% | +3.4% |
| 3M | -7.1% | +10.1% | -17.2% | -9.7% |
| 6M | -4.4% | +88.6% | -93.0% | -20.9% |
| YTD | +4.0% | +50.0% | -46.0% | -9.3% |
| 1Y | +23.4% | +46.1% | -22.7% | +8.3% |
| 3Y | +113.9% | +51.2% | +62.8% | +82.1% |
| 5Y | +12.3% | -51.7% | +64.0% | +22.3% |
| 10Y | +125.5% | +467.4% | -341.9% | +45.0% |
| All | +149.2% | +1,262.3% | -1,113.1% | +49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling