+7.2%
SYK vs YUM
+19.0%
-11.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +3.1% |
| 7D | -9.1% | -6.1% | -3.0% | -6.3% |
| 30D | -20.6% | -5.8% | -14.8% | -18.4% |
| 3M | -9.6% | -7.6% | -2.0% | -6.4% |
| 6M | -19.9% | -9.1% | -10.7% | -16.5% |
| YTD | -21.2% | -5.5% | -15.7% | -19.7% |
| 1Y | -28.4% | -3.7% | -24.7% | -28.0% |
| 3Y | -5.3% | +17.8% | -23.1% | -17.4% |
| All | +7.2% | +19.0% | -11.8% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded YUM 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling