-49.9%
KHC vs PAYC
+510.1%
-560.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.0% | +4.9% | -2.8% | +1.5% |
| 30D | +10.6% | +4.1% | +6.5% | +10.2% |
| 3M | +0.5% | +11.5% | -10.9% | -0.7% |
| 6M | +12.1% | +85.3% | -73.2% | +4.4% |
| YTD | +8.9% | +57.3% | -48.4% | +2.9% |
| 1Y | +7.5% | +52.6% | -45.1% | +1.9% |
| 3Y | -10.7% | +48.3% | -59.0% | -16.0% |
| 5Y | -13.2% | -47.8% | +34.7% | -10.3% |
| All | -49.9% | +510.1% | -560.0% | -65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling