-52.4%
KHC vs BIL
+25.7%
-78.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +8.8% | 0.0% | +8.9% | +8.6% |
| 3M | -1.2% | +0.6% | -1.8% | -1.5% |
| 6M | +4.6% | +1.5% | +3.1% | +4.4% |
| YTD | +5.1% | +2.8% | +2.3% | +5.5% |
| 1Y | +6.2% | +3.3% | +2.9% | +7.0% |
| 3Y | -12.9% | +13.4% | -26.3% | -2.5% |
| 5Y | -16.8% | +19.8% | -36.6% | +2.6% |
| 10Y | -52.4% | +25.7% | -78.1% | -44.5% |
| All | -52.4% | +25.7% | -78.1% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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