+170.1%
KDP vs SYY
+114.2%
+55.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.2% |
| 7D | -4.3% | +1.5% | -5.8% | -4.7% |
| 30D | +7.8% | -2.3% | +10.1% | +8.4% |
| 3M | -0.1% | +5.5% | -5.5% | -1.4% |
| 6M | +14.0% | -1.0% | +15.0% | +13.6% |
| YTD | +15.1% | +14.1% | +0.9% | +10.2% |
| 1Y | +18.5% | +5.6% | +13.0% | +15.9% |
| 3Y | +2.9% | +27.9% | -25.0% | -5.0% |
| 5Y | +3.0% | +22.7% | -19.8% | -4.7% |
| All | +170.1% | +114.2% | +55.9% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SYY 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling