-33.2%
KWEB vs PAYX
+9.5%
-42.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.8% |
| 7D | +8.6% | +9.3% | -0.6% | +8.4% |
| 30D | +0.9% | +19.5% | -18.6% | +0.3% |
| 3M | -13.2% | +2.1% | -15.3% | -13.4% |
| 6M | -13.2% | +33.1% | -46.3% | -12.7% |
| YTD | -27.3% | +11.3% | -38.6% | -28.1% |
| 1Y | -33.2% | +8.2% | -41.4% | -34.4% |
| All | -33.2% | +9.5% | -42.7% | -34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling