+38.9%
KDP vs SYY
+5.3%
+33.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.4% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | +9.7% | -4.8% | +14.5% | +10.7% |
| 3M | +17.6% | -7.1% | +24.7% | +19.0% |
| 6M | +25.8% | +6.8% | +19.0% | +25.9% |
| YTD | +33.9% | +7.7% | +26.2% | +33.8% |
| 1Y | +38.9% | +5.7% | +33.2% | +39.4% |
| All | +38.9% | +5.3% | +33.6% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling