-16.2%
KHC vs HAS
+54.3%
-70.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.1% |
| 7D | -4.6% | +2.0% | -6.6% | -4.8% |
| 30D | +8.1% | +30.9% | -22.8% | +4.8% |
| 3M | 0.0% | +28.8% | -28.7% | -2.9% |
| 6M | +7.9% | +32.3% | -24.4% | +4.3% |
| YTD | +5.3% | +54.7% | -49.4% | -0.2% |
| 1Y | +5.1% | +63.2% | -58.1% | -1.0% |
| 3Y | -12.8% | +220.7% | -233.5% | -24.3% |
| 5Y | -16.2% | +53.3% | -69.5% | -21.6% |
| All | -16.2% | +54.3% | -70.5% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling