+1,339.3%
KDP vs SYY
+324.1%
+1,015.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +2.0% |
| 7D | +4.0% | 0.0% | +4.0% | +3.9% |
| 30D | +16.8% | -2.2% | +19.0% | +17.6% |
| 3M | +32.0% | -8.0% | +40.1% | +35.5% |
| 6M | +35.2% | +7.5% | +27.7% | +31.7% |
| YTD | +40.9% | +7.4% | +33.5% | +35.9% |
| 1Y | +47.7% | +4.9% | +42.8% | +43.5% |
| 3Y | +34.8% | +24.1% | +10.7% | +22.7% |
| 5Y | +22.6% | +13.4% | +9.3% | +13.5% |
| 10Y | +266.4% | +87.5% | +178.9% | +142.7% |
| All | +1,339.3% | +324.1% | +1,015.2% | +461.2% |
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