-54.3%
KHC vs EAT
+370.1%
-424.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.1% | -1.0% |
| 7D | -4.8% | -6.8% | +2.0% | -4.4% |
| 30D | +0.3% | -5.4% | +5.7% | +0.5% |
| 3M | +6.7% | +42.8% | -36.0% | +4.2% |
| 6M | +4.2% | +56.5% | -52.3% | +0.8% |
| YTD | +6.7% | +50.0% | -43.3% | +3.4% |
| 1Y | -1.4% | +38.3% | -39.7% | -4.1% |
| 3Y | -11.8% | +591.6% | -603.4% | -24.5% |
| 5Y | -13.4% | +312.6% | -326.0% | -24.3% |
| 10Y | -54.3% | +381.4% | -435.7% | -62.4% |
| All | -54.3% | +370.1% | -424.3% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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