-12.5%
KHC vs BEN
+55.5%
-68.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -2.2% | +4.7% | -6.9% | -2.8% |
| 30D | -0.1% | +2.6% | -2.7% | -0.5% |
| 3M | +8.3% | +11.5% | -3.2% | +6.7% |
| 6M | +5.0% | +35.3% | -30.4% | +0.5% |
| YTD | +8.0% | +48.6% | -40.6% | +1.8% |
| 1Y | -1.1% | +46.7% | -47.8% | -6.7% |
| All | -12.5% | +55.5% | -68.0% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling