-51.2%
KHC vs EAT
+319.3%
-370.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.0% |
| 7D | -3.3% | -7.1% | +3.8% | -2.9% |
| 30D | +9.1% | -2.3% | +11.5% | +9.2% |
| 3M | +1.4% | -19.6% | +21.0% | +2.6% |
| 6M | +8.4% | +46.0% | -37.7% | +5.4% |
| YTD | +6.2% | +37.7% | -31.5% | +3.3% |
| 1Y | +5.7% | +73.8% | -68.1% | +1.2% |
| 3Y | -12.0% | +482.1% | -494.1% | -24.0% |
| 5Y | -15.3% | +362.5% | -377.8% | -27.0% |
| All | -51.2% | +319.3% | -370.4% | -59.4% |
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