+52.0%
KR vs PAYC
-52.9%
+104.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +2.6% |
| 7D | -0.2% | -5.5% | +5.3% | +0.1% |
| 30D | +5.1% | +3.8% | +1.3% | +4.8% |
| 3M | -8.2% | +65.8% | -74.0% | -10.6% |
| 6M | -18.0% | +68.7% | -86.7% | -20.3% |
| YTD | -4.8% | +38.3% | -43.1% | -6.8% |
| 1Y | -11.0% | -2.4% | -8.6% | -11.9% |
| 3Y | +37.7% | -21.5% | +59.2% | +36.7% |
| All | +52.0% | -52.9% | +104.9% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling