-3.1%
KHC vs FLEX
+102.8%
-105.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.1% |
| 7D | -3.3% | -0.9% | -2.4% | -3.3% |
| 30D | -3.4% | -10.1% | +6.7% | -3.9% |
| 3M | +12.6% | -31.3% | +43.9% | +11.4% |
| 6M | +7.0% | +71.3% | -64.3% | +10.4% |
| YTD | +6.1% | +81.2% | -75.2% | +9.9% |
| 1Y | -3.1% | +98.5% | -101.6% | -0.6% |
| All | -3.1% | +102.8% | -105.9% | -0.6% |
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