-33.8%
KHC vs GH
+467.1%
-500.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +0.9% |
| 7D | -1.0% | -2.5% | +1.5% | -1.0% |
| 30D | +1.9% | -4.7% | +6.6% | +1.9% |
| 3M | +3.2% | +20.2% | -17.0% | +2.9% |
| 6M | +10.0% | +78.8% | -68.8% | +9.2% |
| YTD | +6.7% | +54.1% | -47.4% | +6.1% |
| 1Y | -0.9% | +177.1% | -178.0% | -2.2% |
| 3Y | -13.6% | +371.6% | -385.2% | -15.7% |
| 5Y | -12.8% | +21.9% | -34.8% | -13.1% |
| All | -33.8% | +467.1% | -500.9% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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