+175.4%
KDP vs SYY
+112.2%
+63.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.0% |
| 7D | -1.6% | -0.2% | -1.3% | -1.5% |
| 30D | +9.5% | -2.7% | +12.2% | +10.2% |
| 3M | +2.6% | +5.9% | -3.2% | +1.1% |
| 6M | +15.6% | -2.3% | +17.9% | +15.7% |
| YTD | +17.3% | +13.1% | +4.2% | +12.7% |
| 1Y | +20.1% | +3.8% | +16.3% | +18.0% |
| 3Y | +4.9% | +26.7% | -21.8% | -2.9% |
| 5Y | +5.0% | +19.4% | -14.4% | -2.2% |
| All | +175.4% | +112.2% | +63.2% | +99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling