-12.6%
KHC vs GEN
+79.4%
-92.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.4% |
| 7D | +1.1% | +2.3% | -1.2% | +0.8% |
| 30D | +12.0% | +33.1% | -21.1% | +6.7% |
| 3M | +0.2% | +6.5% | -6.3% | -1.2% |
| 6M | +10.3% | +53.8% | -43.4% | +2.1% |
| YTD | +6.7% | +11.2% | -4.5% | +4.4% |
| 1Y | +10.9% | +19.4% | -8.5% | +7.0% |
| 3Y | -12.6% | +81.0% | -93.7% | -15.3% |
| All | -12.6% | +79.4% | -92.0% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling