-22.5%
KWEB vs PAYC
+358.9%
-381.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.3% |
| 7D | -5.6% | -5.5% | -0.1% | -4.1% |
| 30D | -10.7% | +3.8% | -14.5% | -11.8% |
| 3M | -7.4% | +65.8% | -73.2% | -21.1% |
| 6M | -19.3% | +68.7% | -88.0% | -32.3% |
| YTD | -27.8% | +38.3% | -66.1% | -36.1% |
| 1Y | -35.9% | -2.4% | -33.6% | -37.3% |
| 3Y | -1.9% | -21.5% | +19.6% | -3.8% |
| 5Y | -43.2% | -52.7% | +9.5% | -36.4% |
| All | -22.5% | +358.9% | -381.4% | -57.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling