+129.5%
KMI vs PAYX
+167.8%
-38.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -1.7% | -4.9% | +3.1% | +0.2% |
| 30D | -2.7% | -3.8% | +1.1% | -1.5% |
| 3M | -0.7% | +17.9% | -18.5% | -7.8% |
| 6M | -5.0% | +26.1% | -31.0% | -14.8% |
| YTD | +15.5% | +6.7% | +8.7% | +10.6% |
| 1Y | +16.4% | -10.7% | +27.2% | +20.6% |
| 3Y | +114.2% | +7.0% | +107.2% | +100.4% |
| 5Y | +153.3% | +22.6% | +130.6% | +116.7% |
| All | +129.5% | +167.8% | -38.3% | +39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling