-54.3%
KHC vs ESI
+308.3%
-362.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -4.8% | +3.9% | -8.7% | -5.3% |
| 30D | +0.3% | -3.8% | +4.1% | +0.7% |
| 3M | +6.7% | -13.1% | +19.8% | +7.9% |
| 6M | +4.2% | +11.3% | -7.2% | +0.5% |
| YTD | +6.7% | +44.1% | -37.4% | -1.9% |
| 1Y | -1.4% | +40.3% | -41.7% | -9.3% |
| 3Y | -11.8% | +84.1% | -95.8% | -24.6% |
| 5Y | -13.4% | +75.8% | -89.2% | -27.0% |
| 10Y | -54.3% | +320.7% | -375.0% | -68.7% |
| All | -54.3% | +308.3% | -362.6% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ESI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling