+62.9%
KO vs PAYX
+5.8%
+57.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -1.1% | -7.9% | +6.8% | +0.2% |
| 30D | +1.6% | -5.0% | +6.6% | +2.4% |
| 3M | +5.8% | +15.1% | -9.4% | +3.6% |
| 6M | +14.3% | +23.9% | -9.6% | +10.9% |
| YTD | +27.3% | +6.2% | +21.1% | +26.9% |
| 1Y | +33.2% | -9.6% | +42.8% | +37.1% |
| All | +62.9% | +5.8% | +57.1% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling