+12.5%
KHC vs FLEX
+23.4%
-11.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -12.3% | +16.1% | +2.7% |
| 7D | +6.6% | -17.0% | +23.6% | +5.2% |
| 30D | +16.5% | -33.8% | +50.3% | +14.0% |
| 3M | -3.0% | -39.0% | +36.1% | -5.3% |
| 6M | +17.4% | -15.9% | +33.3% | +14.8% |
| YTD | +10.3% | +27.8% | -17.5% | +11.1% |
| 1Y | +12.5% | +25.0% | -12.5% | +13.5% |
| All | +12.5% | +23.4% | -11.0% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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