+1,782.5%
KMB vs SYY
+4,458.5%
-2,676.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.3% |
| 7D | -3.0% | -2.3% | -0.7% | -2.4% |
| 30D | -5.5% | -4.9% | -0.5% | -4.2% |
| 3M | +14.0% | +8.4% | +5.6% | +11.7% |
| 6M | +4.1% | -7.4% | +11.4% | +5.8% |
| YTD | +8.0% | +11.0% | -2.9% | +4.5% |
| 1Y | -13.7% | -0.2% | -13.5% | -14.2% |
| 3Y | -5.9% | +23.8% | -29.7% | -12.2% |
| 5Y | -8.6% | +18.1% | -26.8% | -14.6% |
| 10Y | +17.3% | +94.6% | -77.3% | -12.1% |
| All | +1,782.5% | +4,458.5% | -2,676.0% | +431.1% |
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 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