+155.2%
KEYS vs PAYC
-21.6%
+176.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.8% |
| 7D | +3.5% | -5.5% | +9.0% | +4.1% |
| 30D | -4.5% | +3.8% | -8.3% | -5.0% |
| 3M | -0.4% | +65.8% | -66.2% | -7.4% |
| 6M | +19.1% | +68.7% | -49.6% | +9.4% |
| YTD | +66.7% | +38.3% | +28.3% | +59.1% |
| 1Y | +96.5% | -2.4% | +98.8% | +102.6% |
| 3Y | +155.2% | -21.5% | +176.7% | +165.6% |
| All | +155.2% | -21.6% | +176.8% | +165.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling