+7.5%
KHC vs FIS
-53.6%
+61.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.2% | -1.6% | +2.2% |
| 7D | +2.0% | +2.8% | -0.8% | +1.7% |
| 30D | +10.6% | -16.7% | +27.3% | +10.9% |
| 3M | +0.5% | -32.3% | +32.8% | +4.2% |
| 6M | +12.1% | -29.1% | +41.1% | +14.9% |
| YTD | +8.9% | -54.1% | +63.0% | +8.5% |
| 1Y | +7.5% | -53.7% | +61.2% | +7.1% |
| All | +7.5% | -53.6% | +61.0% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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