-13.6%
KHC vs BBY
-1.6%
-12.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.5% | +0.7% | -3.2% | -2.6% |
| 30D | +0.5% | +5.8% | -5.2% | -0.1% |
| 3M | +3.0% | +18.0% | -15.0% | +1.2% |
| 6M | +6.6% | +39.8% | -33.2% | +2.8% |
| YTD | +5.8% | +35.4% | -29.6% | +2.2% |
| 1Y | -2.2% | +21.4% | -23.6% | -4.6% |
| 3Y | -12.5% | +39.5% | -52.1% | -16.9% |
| 5Y | -13.6% | -0.5% | -13.1% | -20.3% |
| All | -13.6% | -1.6% | -12.0% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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