+1,636.4%
KKR vs PAYX
+656.0%
+980.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.2% |
| 7D | -6.2% | -4.9% | -1.3% | -2.7% |
| 30D | -8.9% | -3.8% | -5.1% | -6.3% |
| 3M | +6.3% | +17.9% | -11.6% | -7.1% |
| 6M | +16.5% | +26.1% | -9.6% | -4.3% |
| YTD | -20.3% | +6.7% | -27.0% | -25.6% |
| 1Y | -29.8% | -10.7% | -19.0% | -25.1% |
| 3Y | +63.2% | +7.0% | +56.2% | +47.8% |
| 5Y | +68.0% | +22.6% | +45.4% | +38.3% |
| 10Y | +704.3% | +166.5% | +537.8% | +242.3% |
| All | +1,636.4% | +656.0% | +980.4% | +158.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling