+461.7%
KGC vs PAYC
-53.8%
+515.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | -0.1% | -8.7% | +8.7% | +0.6% |
| 30D | +10.5% | +1.2% | +9.3% | +10.4% |
| 3M | +19.8% | +58.6% | -38.8% | +15.4% |
| 6M | -6.7% | +56.6% | -63.3% | -10.2% |
| YTD | +7.8% | +36.2% | -28.5% | +5.1% |
| 1Y | +35.7% | -2.2% | +37.9% | +37.0% |
| 3Y | +553.7% | -22.3% | +576.0% | +566.3% |
| 5Y | +461.7% | -53.9% | +515.5% | +466.4% |
| All | +461.7% | -53.8% | +515.5% | +466.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling