+461.8%
KGC vs PAYC
+1,328.4%
-866.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.5% | -6.1% | -3.6% |
| 7D | -4.1% | -0.5% | -3.6% | -4.1% |
| 30D | -11.6% | +5.2% | -16.8% | -11.8% |
| 3M | -24.5% | +18.0% | -42.5% | -25.0% |
| 6M | -34.6% | +81.6% | -116.2% | -36.0% |
| YTD | -26.2% | +57.3% | -83.4% | -27.4% |
| 1Y | -20.1% | +49.8% | -69.9% | -21.3% |
| 3Y | +312.4% | +49.0% | +263.4% | +303.7% |
| 5Y | +224.9% | -47.8% | +272.8% | +225.3% |
| 10Y | +608.7% | +515.8% | +92.9% | +695.4% |
| All | +461.8% | +1,328.4% | -866.6% | +540.3% |
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