+474.0%
KORU vs PAYC
-21.6%
+495.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.6% | +9.1% |
| 7D | -1.7% | -5.5% | +3.8% | -2.2% |
| 30D | +13.5% | +3.8% | +9.8% | +13.9% |
| 3M | -45.2% | +65.8% | -111.0% | -43.5% |
| 6M | +17.1% | +68.7% | -51.6% | +19.6% |
| YTD | +154.1% | +38.3% | +115.8% | +170.3% |
| 1Y | +375.7% | -2.4% | +378.1% | +456.0% |
| 3Y | +474.0% | -21.5% | +495.6% | +638.9% |
| All | +474.0% | -21.6% | +495.6% | +638.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling