+2.1%
KMB vs SYY
+24.4%
-22.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.7% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +10.1% | -4.8% | +14.9% | +11.8% |
| 3M | 0.0% | -7.1% | +7.1% | +2.2% |
| 6M | +15.7% | +6.8% | +8.9% | +13.5% |
| YTD | +12.6% | +7.7% | +5.0% | +9.2% |
| 1Y | +10.1% | +5.7% | +4.5% | +7.4% |
| 3Y | +2.1% | +24.6% | -22.4% | -3.1% |
| All | +2.1% | +24.4% | -22.3% | -3.1% |
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