-15.8%
KHC vs BEN
+29.2%
-45.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.3% | -7.1% | -1.6% |
| 7D | -2.0% | +12.2% | -14.2% | -3.5% |
| 30D | +9.7% | +12.1% | -2.4% | +8.0% |
| 3M | -2.0% | +7.3% | -9.3% | -3.0% |
| 6M | +5.4% | +17.9% | -12.4% | +3.0% |
| YTD | +5.9% | +55.4% | -49.5% | -0.6% |
| 1Y | +7.5% | +69.3% | -61.9% | -0.5% |
| 3Y | -12.4% | +82.8% | -95.2% | -21.0% |
| 5Y | -15.8% | +28.8% | -44.6% | -19.8% |
| All | -15.8% | +29.2% | -45.0% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling