+23.6%
PAYX vs KEEL
-34.6%
+58.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.2% | +0.4% |
| 7D | -4.9% | +2.9% | -7.7% | -5.0% |
| 30D | -3.8% | +0.8% | -4.6% | -4.0% |
| 3M | +17.9% | -35.3% | +53.2% | +19.2% |
| 6M | +26.1% | +59.4% | -33.3% | +20.4% |
| YTD | +6.7% | +51.9% | -45.2% | +1.6% |
| 1Y | -10.7% | +75.0% | -85.7% | -17.3% |
| 3Y | +7.0% | +224.5% | -217.6% | -12.3% |
| All | +23.6% | -34.6% | +58.2% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 5y: compounded portfolio wealth divided by compounded KEEL 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…
5y analysis · Full analysis span regression · 6 months rolling