+23.6%
PAYX vs KGC
+453.5%
-430.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -4.9% | -5.6% | +0.8% | -4.6% |
| 30D | -3.8% | +6.1% | -9.9% | -4.1% |
| 3M | +17.9% | +17.3% | +0.5% | +16.7% |
| 6M | +26.1% | -10.3% | +36.4% | +26.5% |
| YTD | +6.7% | +3.9% | +2.9% | +5.1% |
| 1Y | -10.7% | +25.7% | -36.5% | -14.1% |
| 3Y | +7.0% | +526.0% | -519.0% | -18.2% |
| All | +23.6% | +453.5% | -430.0% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling