-54.3%
KHC vs FITB
+282.4%
-336.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -4.8% | -0.4% | -4.4% | -4.7% |
| 30D | +0.3% | -5.1% | +5.4% | +1.3% |
| 3M | +6.7% | +3.5% | +3.2% | +5.9% |
| 6M | +4.2% | +17.2% | -13.1% | +0.6% |
| YTD | +6.7% | +17.6% | -10.9% | +2.7% |
| 1Y | -1.4% | +23.4% | -24.8% | -6.3% |
| 3Y | -11.8% | +129.7% | -141.5% | -27.7% |
| 5Y | -13.4% | +68.4% | -81.8% | -26.0% |
| 10Y | -54.3% | +285.6% | -339.9% | -67.3% |
| All | -54.3% | +282.4% | -336.7% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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