-12.3%
KHC vs PAYC
-53.1%
+40.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +0.4% |
| 7D | -2.2% | -7.9% | +5.7% | -1.9% |
| 30D | -0.1% | +2.1% | -2.2% | -0.2% |
| 3M | +8.3% | +61.8% | -53.4% | +5.8% |
| 6M | +5.0% | +59.9% | -55.0% | +2.5% |
| YTD | +8.0% | +38.5% | -30.5% | +6.0% |
| 1Y | -1.1% | -1.4% | +0.3% | -1.8% |
| 3Y | -10.7% | -21.0% | +10.3% | -11.6% |
| All | -12.3% | -53.1% | +40.7% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling