-52.4%
KHC vs BEN
+55.0%
-107.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | -1.1% | +12.1% | -13.3% | -4.0% |
| 30D | +8.8% | +13.4% | -4.6% | +5.3% |
| 3M | -1.2% | +9.4% | -10.6% | -3.7% |
| 6M | +4.6% | +19.3% | -14.6% | -0.4% |
| YTD | +5.1% | +57.3% | -52.1% | -7.3% |
| 1Y | +6.2% | +69.1% | -62.9% | -8.2% |
| 3Y | -12.9% | +85.6% | -98.5% | -28.5% |
| 5Y | -16.8% | +32.9% | -49.7% | -26.4% |
| 10Y | -52.4% | +58.3% | -110.8% | -64.5% |
| All | -52.4% | +55.0% | -107.4% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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