+482.4%
KGC vs PAYC
+1,292.9%
-810.5%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.3% |
| 7D | +0.2% | -9.5% | +9.7% | +0.5% |
| 30D | -8.8% | +3.3% | -12.1% | -9.0% |
| 3M | -21.1% | +14.5% | -35.6% | -21.5% |
| 6M | -32.3% | +76.0% | -108.4% | -33.7% |
| YTD | -23.5% | +53.4% | -76.8% | -24.7% |
| 1Y | -15.0% | +43.8% | -58.8% | -16.1% |
| 3Y | +327.5% | +45.3% | +282.2% | +318.8% |
| 5Y | +244.3% | -48.9% | +293.2% | +245.0% |
| 10Y | +634.8% | +500.5% | +134.2% | +725.2% |
| All | +482.4% | +1,292.9% | -810.5% | +564.3% |
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