+12.2%
KHC vs DOW
-15.9%
+28.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -4.8% | -6.0% | +1.2% | -3.4% |
| 30D | +0.3% | -2.7% | +3.0% | +0.8% |
| 3M | +6.7% | -10.5% | +17.2% | +9.0% |
| 6M | +4.2% | -12.4% | +16.6% | +5.7% |
| YTD | +6.7% | +30.0% | -23.3% | -2.6% |
| 1Y | -1.4% | +27.8% | -29.2% | -10.3% |
| 3Y | -11.8% | -34.9% | +23.2% | -6.0% |
| 5Y | -13.4% | -35.9% | +22.5% | -9.0% |
| All | +12.2% | -15.9% | +28.1% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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