-0.9%
KHC vs BR
-31.7%
+30.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -1.0% | -3.0% | +2.0% | -0.4% |
| 30D | +1.9% | -0.3% | +2.2% | +1.9% |
| 3M | +3.2% | +17.3% | -14.1% | 0.0% |
| 6M | +10.0% | -6.7% | +16.7% | +10.3% |
| YTD | +6.7% | -23.4% | +30.1% | +12.4% |
| 1Y | -0.9% | -32.7% | +31.8% | +1.6% |
| All | -0.9% | -31.7% | +30.8% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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