+56.9%
KORU vs PAYX
+21.7%
+35.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +8.8% |
| 7D | -1.7% | -4.9% | +3.2% | -0.2% |
| 30D | +13.5% | -3.8% | +17.3% | +14.4% |
| 3M | -45.2% | +17.9% | -63.1% | -53.0% |
| 6M | +17.1% | +26.1% | -8.9% | -7.8% |
| YTD | +154.1% | +6.7% | +147.4% | +126.2% |
| 1Y | +375.7% | -10.7% | +386.4% | +402.3% |
| 3Y | +474.0% | +7.0% | +467.0% | +352.1% |
| All | +56.9% | +21.7% | +35.2% | +8.9% |
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