-43.1%
KHC vs GEN
+258.2%
-301.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | -1.8% | -1.2% | -0.6% | -1.6% |
| 30D | -1.9% | +10.1% | -12.0% | -3.3% |
| 3M | +14.4% | +16.1% | -1.7% | +11.8% |
| 6M | +8.7% | +38.9% | -30.1% | +3.3% |
| YTD | +7.8% | +14.4% | -6.7% | +5.1% |
| 1Y | -1.5% | +5.9% | -7.4% | -2.9% |
| 3Y | -9.9% | +58.8% | -68.6% | -16.6% |
| 5Y | -10.7% | +24.7% | -35.4% | -15.8% |
| 10Y | -55.7% | +163.1% | -218.8% | -64.9% |
| All | -43.1% | +258.2% | -301.4% | -60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling