+133.4%
KR vs PAYX
+167.8%
-34.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.6% |
| 7D | -0.2% | -4.9% | +4.7% | +0.8% |
| 30D | +5.1% | -3.8% | +8.8% | +5.8% |
| 3M | -8.2% | +17.9% | -26.0% | -10.9% |
| 6M | -18.0% | +26.1% | -44.1% | -21.5% |
| YTD | -4.8% | +6.7% | -11.5% | -6.2% |
| 1Y | -11.0% | -10.7% | -0.3% | -9.5% |
| 3Y | +37.7% | +7.0% | +30.7% | +34.6% |
| 5Y | +52.8% | +22.6% | +30.2% | +45.3% |
| All | +133.4% | +167.8% | -34.4% | +85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling