-7.5%
PAYX vs KGC
+43.6%
-51.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.9% |
| 7D | -4.2% | -1.3% | -2.9% | -4.3% |
| 30D | +2.9% | +20.3% | -17.4% | +4.6% |
| 3M | +23.6% | +8.1% | +15.5% | +25.0% |
| 6M | +30.0% | -8.8% | +38.8% | +30.3% |
| YTD | +12.2% | +10.1% | +2.1% | +12.6% |
| 1Y | -7.5% | +44.2% | -51.7% | -7.5% |
| All | -7.5% | +43.6% | -51.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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