+22.0%
PAYX vs KEY
+37.9%
-16.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -7.9% | -1.8% | -6.2% | -7.5% |
| 30D | -5.0% | -3.3% | -1.7% | -4.4% |
| 3M | +15.1% | -0.2% | +15.3% | +15.0% |
| 6M | +23.9% | +12.1% | +11.8% | +20.4% |
| YTD | +6.2% | +8.4% | -2.2% | +3.8% |
| 1Y | -9.6% | +17.6% | -27.3% | -13.4% |
| 3Y | +5.8% | +123.3% | -117.5% | -13.8% |
| 5Y | +22.0% | +39.5% | -17.6% | +14.3% |
| All | +22.0% | +37.9% | -16.0% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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