+14.1%
KMB vs SYY
+112.2%
-98.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.3% | -4.5% |
| 7D | -8.6% | -0.2% | -8.4% | -8.6% |
| 30D | -7.5% | -2.7% | -4.8% | -7.1% |
| 3M | -0.6% | +5.9% | -6.5% | -1.7% |
| 6M | -1.5% | -2.3% | +0.8% | -1.4% |
| YTD | +1.6% | +13.1% | -11.5% | -1.1% |
| 1Y | -20.8% | +3.8% | -24.5% | -21.6% |
| 3Y | -12.4% | +26.7% | -39.1% | -16.6% |
| 5Y | -12.9% | +19.4% | -32.4% | -16.7% |
| All | +14.1% | +112.2% | -98.1% | +1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling