-43.1%
KHC vs EAT
+373.6%
-416.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -1.8% | 0.0% | -1.8% | -1.8% |
| 30D | -1.9% | +1.9% | -3.8% | -2.1% |
| 3M | +14.4% | +68.7% | -54.3% | +10.2% |
| 6M | +8.7% | +66.9% | -58.2% | +4.5% |
| YTD | +7.8% | +60.4% | -52.6% | +3.7% |
| 1Y | -1.5% | +44.0% | -45.5% | -4.7% |
| 3Y | -9.9% | +604.7% | -614.5% | -24.0% |
| 5Y | -10.7% | +347.0% | -357.8% | -23.3% |
| 10Y | -55.7% | +390.8% | -446.5% | -62.2% |
| All | -43.1% | +373.6% | -416.7% | -50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling