+82.6%
KO vs PAYX
+21.7%
+60.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +0.2% | -4.9% | +5.1% | +1.4% |
| 30D | +1.8% | -3.8% | +5.6% | +2.7% |
| 3M | +7.7% | +17.9% | -10.2% | +3.6% |
| 6M | +15.3% | +26.1% | -10.8% | +9.0% |
| YTD | +28.0% | +6.7% | +21.2% | +26.0% |
| 1Y | +34.3% | -10.7% | +45.0% | +38.6% |
| 3Y | +63.8% | +7.0% | +56.8% | +58.4% |
| All | +82.6% | +21.7% | +60.9% | +68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling