+10.2%
YUM vs AS
+6.1%
+4.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.3% |
| 7D | +2.0% | +4.5% | -2.5% | +1.7% |
| 30D | +10.6% | +13.2% | -2.6% | +9.6% |
| 3M | +10.8% | -11.9% | +22.7% | +10.8% |
| 6M | +6.5% | -11.6% | +18.1% | +6.3% |
| YTD | +7.5% | -14.7% | +22.1% | +5.9% |
| 1Y | +10.2% | +5.7% | +4.5% | +9.1% |
| All | +10.2% | +6.1% | +4.1% | +9.1% |
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