+12.5%
KHC vs BNY
+45.2%
-32.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +3.8% |
| 7D | +6.6% | +2.8% | +3.8% | +6.7% |
| 30D | +16.5% | +6.7% | +9.8% | +16.7% |
| 3M | -3.0% | -2.2% | -0.8% | -3.6% |
| 6M | +17.4% | +16.8% | +0.6% | +16.6% |
| YTD | +10.3% | +33.9% | -23.5% | +9.2% |
| 1Y | +12.5% | +43.9% | -31.5% | +8.3% |
| All | +12.5% | +45.2% | -32.7% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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