+154.0%
KMI vs PAYC
-54.0%
+208.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -2.1% | -10.2% | +8.1% | -1.2% |
| 30D | -1.7% | +2.0% | -3.6% | -1.9% |
| 3M | -1.9% | +58.3% | -60.2% | -6.4% |
| 6M | -4.3% | +64.5% | -68.8% | -9.3% |
| YTD | +15.8% | +36.5% | -20.7% | +11.7% |
| 1Y | +17.6% | -1.3% | +18.9% | +17.3% |
| 3Y | +113.1% | -22.1% | +135.3% | +114.6% |
| 5Y | +154.0% | -53.3% | +207.3% | +160.5% |
| All | +154.0% | -54.0% | +208.0% | +160.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling