-54.3%
KHC vs DRI
+348.4%
-402.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -0.9% |
| 7D | -4.8% | -4.8% | 0.0% | -4.0% |
| 30D | +0.3% | -3.9% | +4.2% | +0.9% |
| 3M | +6.7% | +5.1% | +1.6% | +5.7% |
| 6M | +4.2% | +5.5% | -1.3% | +3.0% |
| YTD | +6.7% | +16.5% | -9.7% | +3.7% |
| 1Y | -1.4% | +2.0% | -3.4% | -2.3% |
| 3Y | -11.8% | +54.5% | -66.3% | -18.9% |
| 5Y | -13.4% | +66.6% | -79.9% | -22.3% |
| 10Y | -54.3% | +353.6% | -407.9% | -66.0% |
| All | -54.3% | +348.4% | -402.7% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DRI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling