-26.8%
BX vs KHC
-2.1%
-24.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.8% |
| 7D | -8.9% | -2.5% | -6.4% | -8.7% |
| 30D | -14.8% | +0.5% | -15.3% | -14.8% |
| 3M | +6.9% | +3.0% | +3.9% | +7.3% |
| 6M | +16.3% | +6.6% | +9.6% | +16.7% |
| YTD | -16.1% | +5.8% | -21.9% | -15.6% |
| 1Y | -26.8% | -2.2% | -24.6% | -26.2% |
| All | -26.8% | -2.1% | -24.7% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling