-24.5%
KVUE vs PAYX
+21.3%
-45.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -5.1% | -4.9% | -0.3% | -4.1% |
| 30D | -6.3% | -3.8% | -2.5% | -5.6% |
| 3M | -0.5% | +17.9% | -18.4% | -3.8% |
| 6M | +3.1% | +26.1% | -23.0% | -1.6% |
| YTD | +6.7% | +6.7% | -0.1% | +5.6% |
| 1Y | -1.1% | -10.7% | +9.6% | +2.4% |
| 3Y | -8.7% | +7.0% | -15.7% | -8.9% |
| All | -24.5% | +21.3% | -45.7% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling