-6.6%
KMB vs SYY
+26.8%
-33.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.2% |
| 7D | -3.0% | -2.3% | -0.7% | -2.3% |
| 30D | -5.5% | -4.9% | -0.5% | -4.0% |
| 3M | +14.0% | +8.4% | +5.6% | +11.4% |
| 6M | +4.1% | -7.4% | +11.4% | +5.9% |
| YTD | +8.0% | +11.0% | -2.9% | +3.9% |
| 1Y | -13.7% | -0.2% | -13.5% | -14.4% |
| All | -6.6% | +26.8% | -33.3% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling