+737.4%
KGC vs PAYC
+1,229.9%
-492.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.7% | +1.4% | -2.2% |
| 7D | -1.3% | -2.9% | +1.6% | -1.2% |
| 30D | +20.3% | +32.8% | -12.5% | +19.1% |
| 3M | +8.1% | +69.3% | -61.2% | +6.1% |
| 6M | -8.8% | +74.0% | -82.7% | -10.7% |
| YTD | +10.1% | +46.4% | -36.4% | +8.5% |
| 1Y | +44.2% | +4.2% | +40.0% | +44.2% |
| 3Y | +533.0% | -19.7% | +552.8% | +533.5% |
| 5Y | +443.0% | -52.0% | +495.0% | +445.2% |
| 10Y | +678.6% | +356.9% | +321.7% | +763.3% |
| All | +737.4% | +1,229.9% | -492.4% | +857.1% |
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