+38.7%
KNX vs PAYC
-52.9%
+91.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.9% | -1.8% |
| 7D | -5.6% | -5.5% | -0.1% | -4.7% |
| 30D | -4.4% | +3.8% | -8.2% | -5.1% |
| 3M | -17.3% | +65.8% | -83.1% | -25.3% |
| 6M | +22.6% | +68.7% | -46.1% | +9.6% |
| YTD | +31.1% | +38.3% | -7.2% | +21.9% |
| 1Y | +60.2% | -2.4% | +62.6% | +60.3% |
| 3Y | +35.8% | -21.5% | +57.3% | +38.2% |
| All | +38.7% | -52.9% | +91.6% | +37.8% |
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