-7.5%
PAYX vs KIM
+10.4%
-17.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | +2.9% | -4.0% | +6.9% | +4.2% |
| 3M | +23.6% | +0.5% | +23.1% | +23.9% |
| 6M | +30.0% | +3.6% | +26.4% | +28.6% |
| YTD | +12.2% | +20.4% | -8.2% | +2.3% |
| 1Y | -7.5% | +9.7% | -17.2% | -13.6% |
| All | -7.5% | +10.4% | -17.9% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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