+1,117.5%
KDP vs SYY
+338.1%
+779.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | +1.3% | -2.3% | +3.6% | +2.0% |
| 30D | +6.0% | -4.9% | +10.9% | +7.7% |
| 3M | +9.2% | +8.4% | +0.8% | +6.4% |
| 6M | +14.7% | -7.4% | +22.0% | +16.7% |
| YTD | +19.2% | +11.0% | +8.2% | +13.9% |
| 1Y | +15.2% | -0.2% | +15.4% | +14.0% |
| 3Y | +6.0% | +23.8% | -17.8% | -3.3% |
| 5Y | +5.4% | +18.1% | -12.7% | -3.8% |
| 10Y | +171.9% | +94.6% | +77.3% | +77.7% |
| All | +1,117.5% | +338.1% | +779.4% | +370.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling