-14.8%
KHC vs IAU
+120.1%
-135.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.7% |
| 7D | +1.1% | +4.7% | -3.6% | +0.8% |
| 30D | +12.0% | -0.9% | +12.8% | +12.0% |
| 3M | +0.2% | -4.4% | +4.5% | +0.4% |
| 6M | +10.3% | -13.5% | +23.8% | +11.8% |
| YTD | +6.7% | -5.9% | +12.6% | +6.7% |
| 1Y | +10.9% | +1.9% | +9.0% | +9.8% |
| 3Y | -12.6% | +104.1% | -116.7% | -22.9% |
| All | -14.8% | +120.1% | -135.0% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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