+173.2%
BKR vs KHC
-14.2%
+187.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.5% |
| 7D | -6.7% | -2.5% | -4.1% | -6.3% |
| 30D | -8.3% | +0.5% | -8.9% | -8.4% |
| 3M | -5.4% | +3.0% | -8.4% | -6.2% |
| 6M | +0.8% | +6.6% | -5.8% | -0.8% |
| YTD | +31.8% | +5.8% | +26.1% | +29.8% |
| 1Y | +28.6% | -2.2% | +30.8% | +28.6% |
| 3Y | +71.2% | -12.5% | +83.8% | +72.5% |
| All | +173.2% | -14.2% | +187.3% | +166.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling