+557.0%
KKR vs PAYC
+1,137.5%
-580.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -1.1% |
| 7D | -2.2% | -8.7% | +6.6% | +0.5% |
| 30D | +0.3% | +1.2% | -0.9% | -0.1% |
| 3M | +8.8% | +58.6% | -49.8% | -7.2% |
| 6M | +14.9% | +56.6% | -41.7% | -2.4% |
| YTD | -17.9% | +36.2% | -54.1% | -27.3% |
| 1Y | -23.7% | -2.2% | -21.5% | -25.4% |
| 3Y | +69.1% | -22.3% | +91.4% | +67.8% |
| 5Y | +72.6% | -53.9% | +126.4% | +95.5% |
| 10Y | +728.2% | +347.5% | +380.7% | +494.3% |
| All | +557.0% | +1,137.5% | -580.5% | +348.0% |
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