+19.7%
KDP vs SYY
+11.9%
+7.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +2.0% |
| 7D | +8.2% | +4.7% | +3.5% | +6.7% |
| 30D | +18.4% | -0.7% | +19.0% | +18.6% |
| 3M | +29.2% | -6.8% | +36.0% | +31.7% |
| 6M | +32.3% | +8.6% | +23.6% | +29.1% |
| YTD | +38.5% | +8.4% | +30.1% | +33.5% |
| 1Y | +48.5% | +7.1% | +41.4% | +43.7% |
| 3Y | +32.5% | +25.2% | +7.3% | +20.3% |
| 5Y | +19.7% | +13.0% | +6.7% | +12.4% |
| All | +19.7% | +11.9% | +7.8% | +12.4% |
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 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