+0.3%
KHC vs FIGR
+6.3%
-6.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | +0.5% |
| 7D | -2.2% | +13.5% | -15.8% | -1.5% |
| 30D | -0.1% | +33.7% | -33.8% | +1.7% |
| 3M | +8.3% | +37.3% | -29.0% | +10.7% |
| 6M | +5.0% | +25.5% | -20.6% | +7.2% |
| YTD | +8.0% | -6.3% | +14.3% | +9.5% |
| All | +0.3% | +6.3% | -6.0% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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