+8.7%
YUM vs AS
-3.0%
+11.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.3% | -0.3% |
| 7D | -4.1% | -3.6% | -0.5% | -3.8% |
| 30D | +8.4% | +3.4% | +5.0% | +8.1% |
| 3M | +6.5% | -8.6% | +15.1% | +6.5% |
| 6M | +5.3% | -10.0% | +15.3% | +5.2% |
| YTD | +6.9% | -19.2% | +26.0% | +5.9% |
| 1Y | +8.7% | -3.8% | +12.5% | +8.2% |
| All | +8.7% | -3.0% | +11.7% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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