+7.5%
KHC vs BWA
+12.3%
-4.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +2.0% | +4.3% | -2.2% | +2.4% |
| 30D | +10.6% | -13.0% | +23.6% | +9.5% |
| 3M | +0.5% | -24.8% | +25.3% | -1.4% |
| 6M | +12.1% | -23.5% | +35.6% | +10.1% |
| YTD | +8.9% | +13.8% | -4.9% | +6.9% |
| 1Y | +7.5% | +13.4% | -6.0% | +5.5% |
| All | +7.5% | +12.3% | -4.8% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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