+5.1%
KHC vs FLEX
+24.4%
-19.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | +0.4% |
| 7D | -4.6% | +2.2% | -6.8% | -4.3% |
| 30D | +8.1% | -32.6% | +40.7% | +6.2% |
| 3M | 0.0% | -35.5% | +35.5% | -1.9% |
| 6M | +7.9% | -45.6% | +53.5% | +5.5% |
| YTD | +5.3% | +30.7% | -25.4% | +6.4% |
| 1Y | +5.1% | +28.4% | -23.3% | +6.0% |
| All | +5.1% | +24.4% | -19.3% | +6.0% |
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