+129.5%
KMI vs PAYC
+358.9%
-229.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | -1.7% | -5.5% | +3.8% | -0.8% |
| 30D | -2.7% | +3.8% | -6.5% | -3.5% |
| 3M | -0.7% | +65.8% | -66.5% | -9.9% |
| 6M | -5.0% | +68.7% | -73.7% | -14.5% |
| YTD | +15.5% | +38.3% | -22.9% | +7.4% |
| 1Y | +16.4% | -2.4% | +18.8% | +15.2% |
| 3Y | +114.2% | -21.5% | +135.7% | +112.5% |
| 5Y | +153.3% | -52.7% | +206.0% | +170.8% |
| All | +129.5% | +358.9% | -229.3% | +69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling