+9.8%
KORU vs PAYC
+1,158.0%
-1,148.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +3.9% |
| 7D | +24.3% | -7.9% | +32.2% | +28.3% |
| 30D | +37.3% | +2.1% | +35.2% | +35.5% |
| 3M | -32.8% | +61.8% | -94.6% | -50.9% |
| 6M | +36.9% | +59.9% | -23.0% | -2.7% |
| YTD | +162.6% | +38.5% | +124.1% | +95.6% |
| 1Y | +467.0% | -1.4% | +468.4% | +402.9% |
| 3Y | +522.4% | -21.0% | +543.4% | +458.6% |
| 5Y | +57.9% | -52.9% | +110.8% | +89.8% |
| 10Y | +70.8% | +332.8% | -262.1% | -11.2% |
| All | +9.8% | +1,158.0% | -1,148.2% | -52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling