+5.1%
KDP vs SYY
+18.1%
-12.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | +2.1% | -2.8% | +4.8% | +2.9% |
| 30D | +8.5% | -5.3% | +13.7% | +10.1% |
| 3M | +6.6% | +5.1% | +1.5% | +5.2% |
| 6M | +17.1% | -5.0% | +22.1% | +18.2% |
| YTD | +19.0% | +10.7% | +8.4% | +14.3% |
| 1Y | +21.8% | +0.7% | +21.1% | +20.5% |
| 3Y | +6.4% | +24.0% | -17.6% | -2.5% |
| 5Y | +5.1% | +19.3% | -14.1% | -2.1% |
| All | +5.1% | +18.1% | -12.9% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling