+4,143.0%
KR vs SYY
+4,545.1%
-402.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.5% | -1.9% |
| 7D | -3.1% | -0.2% | -2.8% | -3.0% |
| 30D | +0.6% | -2.7% | +3.4% | +1.4% |
| 3M | -9.8% | +5.9% | -15.7% | -11.2% |
| 6M | -22.1% | -2.3% | -19.8% | -22.1% |
| YTD | -8.1% | +13.1% | -21.2% | -12.1% |
| 1Y | -14.7% | +3.8% | -18.4% | -16.4% |
| 3Y | +28.6% | +26.7% | +1.8% | +18.3% |
| 5Y | +36.4% | +19.4% | +16.9% | +26.2% |
| 10Y | +120.8% | +112.0% | +8.8% | +53.1% |
| All | +4,143.0% | +4,545.1% | -402.1% | +838.5% |
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