-49.9%
KHC vs BN
+290.8%
-340.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +3.0% |
| 7D | +2.0% | -1.0% | +3.0% | +2.2% |
| 30D | +10.6% | +14.0% | -3.3% | +7.0% |
| 3M | +0.5% | -9.0% | +9.5% | +2.7% |
| 6M | +12.1% | -8.8% | +20.9% | +14.3% |
| YTD | +8.9% | -10.3% | +19.2% | +10.7% |
| 1Y | +7.5% | -5.8% | +13.3% | +7.8% |
| 3Y | -10.7% | +94.8% | -105.5% | -29.5% |
| 5Y | -13.2% | +31.5% | -44.6% | -24.0% |
| All | -49.9% | +290.8% | -340.7% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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