+77.9%
KMI vs PAYC
+1,137.5%
-1,059.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.5% |
| 7D | -1.8% | -8.7% | +7.0% | -0.3% |
| 30D | +0.1% | +1.2% | -1.1% | -0.3% |
| 3M | +1.2% | +58.6% | -57.5% | -7.4% |
| 6M | -3.9% | +56.6% | -60.5% | -12.3% |
| YTD | +17.5% | +36.2% | -18.7% | +9.6% |
| 1Y | +22.6% | -2.2% | +24.8% | +21.1% |
| 3Y | +116.3% | -22.3% | +138.6% | +114.2% |
| 5Y | +157.6% | -53.9% | +211.5% | +173.6% |
| 10Y | +136.6% | +347.5% | -210.9% | +59.4% |
| All | +77.9% | +1,137.5% | -1,059.6% | -0.9% |
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 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