+6.2%
KHC vs BWA
+13.5%
-7.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.9% |
| 7D | -1.1% | -2.4% | +1.3% | -1.3% |
| 30D | +8.8% | -17.7% | +26.5% | +7.4% |
| 3M | -1.2% | -27.0% | +25.8% | -3.3% |
| 6M | +4.6% | -17.3% | +22.0% | +2.8% |
| YTD | +5.1% | +12.9% | -7.7% | +3.1% |
| 1Y | +6.2% | +12.9% | -6.7% | +4.2% |
| All | +6.2% | +13.5% | -7.2% | +4.2% |
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