-1.1%
KHC vs GEN
+2.7%
-3.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.8% |
| 7D | -2.2% | -0.7% | -1.5% | -2.1% |
| 30D | -0.1% | +2.6% | -2.7% | -0.8% |
| 3M | +8.3% | +15.8% | -7.4% | +4.9% |
| 6M | +5.0% | +33.1% | -28.2% | +0.8% |
| YTD | +8.0% | +11.3% | -3.3% | +9.0% |
| 1Y | -1.1% | +1.7% | -2.8% | +5.0% |
| All | -1.1% | +2.7% | -3.8% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling