+6.2%
KHC vs FE
+6.0%
+0.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | +8.8% | +4.3% | +4.5% | +7.2% |
| 3M | -1.2% | +0.4% | -1.6% | -1.6% |
| 6M | +4.6% | +6.9% | -2.3% | +2.6% |
| YTD | +5.1% | +8.0% | -2.9% | +4.4% |
| 1Y | +6.2% | +4.8% | +1.4% | +6.2% |
| All | +6.2% | +6.0% | +0.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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