+5.7%
KHC vs BEN
+64.2%
-58.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.9% |
| 7D | -3.3% | +11.3% | -14.6% | -3.5% |
| 30D | +9.1% | +15.0% | -5.9% | +8.8% |
| 3M | +1.4% | +7.8% | -6.5% | +1.2% |
| 6M | +8.4% | +15.5% | -7.1% | +8.3% |
| YTD | +6.2% | +55.4% | -49.2% | +7.5% |
| 1Y | +5.7% | +63.3% | -57.6% | +7.0% |
| All | +5.7% | +64.2% | -58.5% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling