-24.4%
KVUE vs SYY
+19.4%
-43.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -6.1% | +1.5% | -7.6% | -6.6% |
| 30D | -5.6% | -2.3% | -3.3% | -4.9% |
| 3M | -0.3% | +5.5% | -5.8% | -2.0% |
| 6M | +1.4% | -1.0% | +2.3% | +1.1% |
| YTD | +6.7% | +14.1% | -7.4% | +1.0% |
| 1Y | +1.0% | +5.6% | -4.6% | -1.4% |
| 3Y | -5.4% | +27.9% | -33.3% | -14.7% |
| All | -24.4% | +19.4% | -43.9% | -30.5% |
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