-13.6%
KHC vs FWONK
+97.7%
-111.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | +1.9% | -7.7% | +9.6% | +2.5% |
| 3M | +3.2% | +5.7% | -2.5% | +2.9% |
| 6M | +10.0% | +13.5% | -3.5% | +9.2% |
| YTD | +6.7% | -3.0% | +9.7% | +6.8% |
| 1Y | -0.9% | -6.4% | +5.5% | -0.6% |
| 3Y | -13.6% | +43.8% | -57.4% | -16.0% |
| All | -13.6% | +97.7% | -111.3% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 5y: compounded portfolio wealth divided by compounded FWONK 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…
5y analysis · Full analysis span regression · 6 months rolling