+433.3%
KLAC vs PAYX
+21.7%
+411.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.8% |
| 7D | -2.7% | -4.9% | +2.2% | -1.2% |
| 30D | -13.2% | -3.8% | -9.4% | -12.4% |
| 3M | -25.0% | +17.9% | -42.9% | -31.1% |
| 6M | +23.6% | +26.1% | -2.5% | +8.3% |
| YTD | +49.2% | +6.7% | +42.5% | +42.8% |
| 1Y | +89.3% | -10.7% | +100.1% | +101.9% |
| 3Y | +274.4% | +7.0% | +267.4% | +231.7% |
| All | +433.3% | +21.7% | +411.6% | +336.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling