+228.8%
KR vs PAYC
+1,140.1%
-911.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -2.7% | -10.2% | +7.5% | -2.3% |
| 30D | +1.9% | +2.0% | 0.0% | +1.9% |
| 3M | -11.0% | +58.3% | -69.3% | -12.6% |
| 6M | -20.2% | +64.5% | -84.7% | -21.7% |
| YTD | -7.3% | +36.5% | -43.8% | -8.6% |
| 1Y | -13.1% | -1.3% | -11.8% | -13.6% |
| 3Y | +29.7% | -22.1% | +51.9% | +29.1% |
| 5Y | +48.8% | -53.3% | +102.1% | +48.9% |
| 10Y | +122.8% | +348.5% | -225.7% | +96.3% |
| All | +228.8% | +1,140.1% | -911.4% | +175.9% |
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 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