-49.9%
KHC vs A
+302.9%
-352.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.4% |
| 7D | +2.0% | -0.5% | +2.5% | +2.1% |
| 30D | +10.6% | 0.0% | +10.6% | +10.4% |
| 3M | +0.5% | +16.7% | -16.2% | -3.5% |
| 6M | +12.1% | +54.8% | -42.8% | -0.3% |
| YTD | +8.9% | +28.8% | -19.9% | +1.1% |
| 1Y | +7.5% | +19.3% | -11.8% | +1.7% |
| 3Y | -10.7% | +65.5% | -76.3% | -24.9% |
| 5Y | -13.2% | +12.1% | -25.2% | -19.3% |
| All | -49.9% | +302.9% | -352.8% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling