-44.1%
KHC vs EAT
+318.7%
-362.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.7% |
| 7D | -2.0% | -3.9% | +1.9% | -1.8% |
| 30D | +9.7% | +5.0% | +4.7% | +9.2% |
| 3M | -2.0% | -9.6% | +7.6% | -1.6% |
| 6M | +5.4% | +46.8% | -41.3% | +2.3% |
| YTD | +5.9% | +41.8% | -35.9% | +2.6% |
| 1Y | +7.5% | +98.3% | -90.8% | +1.6% |
| 3Y | -12.4% | +503.1% | -515.5% | -25.4% |
| 5Y | -15.8% | +356.7% | -372.5% | -28.1% |
| 10Y | -54.1% | +349.8% | -403.9% | -60.8% |
| All | -44.1% | +318.7% | -362.8% | -51.4% |
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 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