-13.6%
KHC vs PAYX
+6.4%
-19.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | -1.0% | -4.9% | +3.8% | +0.6% |
| 30D | +1.9% | -3.8% | +5.7% | +3.1% |
| 3M | +3.2% | +17.9% | -14.7% | -1.9% |
| 6M | +10.0% | +26.1% | -16.1% | +2.2% |
| YTD | +6.7% | +6.7% | 0.0% | +4.6% |
| 1Y | -0.9% | -10.7% | +9.9% | +3.3% |
| 3Y | -13.6% | +7.0% | -20.5% | -13.7% |
| All | -13.6% | +6.4% | -19.9% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 3y: compounded portfolio wealth divided by compounded PAYX 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…
3y analysis · Full analysis span regression · 6 months rolling