+610.7%
KGC vs PAYC
+494.9%
+115.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.4% |
| 7D | +0.2% | -9.5% | +9.7% | +0.9% |
| 30D | -8.8% | +3.3% | -12.1% | -9.1% |
| 3M | -21.1% | +14.5% | -35.6% | -21.9% |
| 6M | -32.3% | +76.0% | -108.4% | -35.2% |
| YTD | -23.5% | +53.4% | -76.8% | -26.1% |
| 1Y | -15.0% | +43.8% | -58.8% | -17.4% |
| 3Y | +327.5% | +45.3% | +282.2% | +309.2% |
| 5Y | +244.3% | -48.9% | +293.2% | +251.0% |
| All | +610.7% | +494.9% | +115.8% | +633.7% |
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 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