-13.7%
KHC vs DOW
-21.3%
+7.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.2% | -0.3% |
| 7D | -4.6% | -0.5% | -4.1% | -4.6% |
| 30D | +8.1% | +15.7% | -7.6% | +6.2% |
| 3M | 0.0% | +5.3% | -5.3% | -0.7% |
| 6M | +7.9% | -14.2% | +22.1% | +9.5% |
| YTD | +5.3% | +43.9% | -38.6% | -2.2% |
| 1Y | +5.1% | +53.1% | -47.9% | -3.4% |
| All | -13.7% | -21.3% | +7.6% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling