-1.1%
KVUE vs SYY
+6.6%
-7.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.3% |
| 7D | -5.1% | +3.9% | -9.1% | -6.0% |
| 30D | -6.3% | -1.7% | -4.6% | -5.9% |
| 3M | -0.5% | +5.2% | -5.7% | -1.7% |
| 6M | +3.1% | -0.2% | +3.3% | +2.5% |
| YTD | +6.7% | +15.4% | -8.7% | +1.3% |
| 1Y | -1.1% | +5.6% | -6.7% | +4.1% |
| All | -1.1% | +6.6% | -7.7% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling