-10.7%
KHC vs EW
+62.8%
-73.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.6% |
| 7D | +2.0% | +4.9% | -2.9% | +1.9% |
| 30D | +10.6% | +23.9% | -13.3% | +10.2% |
| 3M | +0.5% | +15.8% | -15.2% | +0.2% |
| 6M | +12.1% | +31.7% | -19.6% | +11.7% |
| YTD | +8.9% | +25.7% | -16.8% | +8.6% |
| 1Y | +7.5% | +24.4% | -16.9% | +7.2% |
| 3Y | -10.7% | +65.9% | -76.6% | -13.3% |
| All | -10.7% | +62.8% | -73.5% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 3y: compounded portfolio wealth divided by compounded EW 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…
3y analysis · Full analysis span regression · 6 months rolling