-13.6%
KHC vs EQT
+192.5%
-206.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.9% |
| 7D | -1.0% | -2.0% | +1.0% | -0.9% |
| 30D | +1.9% | 0.0% | +1.9% | +1.9% |
| 3M | +3.2% | +5.9% | -2.7% | +2.9% |
| 6M | +10.0% | -14.8% | +24.8% | +10.6% |
| YTD | +6.7% | +1.8% | +4.9% | +6.5% |
| 1Y | -0.9% | +7.4% | -8.2% | -1.4% |
| 3Y | -13.6% | +33.6% | -47.2% | -15.9% |
| All | -13.6% | +192.5% | -206.1% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling