+6.2%
KHC vs EMR
+30.5%
-24.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.8% |
| 7D | -1.1% | +0.7% | -1.8% | -1.1% |
| 30D | +8.8% | +3.5% | +5.3% | +9.1% |
| 3M | -1.2% | +5.9% | -7.1% | -0.9% |
| 6M | +4.6% | +19.4% | -14.8% | +5.1% |
| YTD | +5.1% | +27.7% | -22.5% | +7.2% |
| 1Y | +6.2% | +30.9% | -24.7% | +8.0% |
| All | +6.2% | +30.5% | -24.2% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling