+72.2%
BKR vs KHC
-12.8%
+85.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.6% |
| 7D | -6.7% | -2.5% | -4.1% | -6.5% |
| 30D | -8.3% | +0.5% | -8.9% | -8.4% |
| 3M | -5.4% | +3.0% | -8.4% | -5.9% |
| 6M | +0.8% | +6.6% | -5.8% | -0.1% |
| YTD | +31.8% | +5.8% | +26.1% | +30.7% |
| 1Y | +28.6% | -2.2% | +30.8% | +29.0% |
| All | +72.2% | -12.8% | +85.0% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 3y: compounded portfolio wealth divided by compounded KHC 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…
3y analysis · Full analysis span regression · 6 months rolling