-13.4%
KHC vs PAYC
-53.8%
+40.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -1.1% |
| 7D | -4.8% | -8.7% | +4.0% | -4.4% |
| 30D | +0.3% | +1.2% | -0.9% | +0.2% |
| 3M | +6.7% | +58.6% | -51.9% | +4.3% |
| 6M | +4.2% | +56.6% | -52.5% | +1.8% |
| YTD | +6.7% | +36.2% | -29.5% | +4.8% |
| 1Y | -1.4% | -2.2% | +0.8% | -2.1% |
| 3Y | -11.8% | -22.3% | +10.5% | -12.6% |
| 5Y | -13.4% | -53.9% | +40.5% | -17.4% |
| All | -13.4% | -53.8% | +40.5% | -17.4% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling