+4,224.1%
KO vs SYY
+4,587.2%
-363.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -1.1% | +1.5% | -2.6% | -1.6% |
| 30D | +1.6% | -2.3% | +3.9% | +2.3% |
| 3M | +5.8% | +5.5% | +0.3% | +3.9% |
| 6M | +14.3% | -1.0% | +15.2% | +13.8% |
| YTD | +27.3% | +14.1% | +13.2% | +20.6% |
| 1Y | +33.2% | +5.6% | +27.6% | +29.4% |
| 3Y | +64.5% | +27.9% | +36.6% | +48.5% |
| 5Y | +83.1% | +22.7% | +60.4% | +65.4% |
| 10Y | +183.9% | +113.9% | +70.0% | +97.1% |
| All | +4,224.1% | +4,587.2% | -363.1% | +802.5% |
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