-55.4%
KHC vs GEN
+150.2%
-205.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.6% |
| 7D | -2.2% | -0.7% | -1.5% | -2.1% |
| 30D | -0.1% | +2.6% | -2.7% | -0.5% |
| 3M | +8.3% | +15.8% | -7.4% | +6.2% |
| 6M | +5.0% | +33.1% | -28.2% | +0.8% |
| YTD | +8.0% | +11.3% | -3.3% | +6.0% |
| 1Y | -1.1% | +1.7% | -2.8% | -1.9% |
| 3Y | -10.7% | +58.1% | -68.9% | -16.6% |
| 5Y | -13.5% | +20.6% | -34.1% | -17.6% |
| 10Y | -55.4% | +149.0% | -204.4% | -62.9% |
| All | -55.4% | +150.2% | -205.6% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling