-10.3%
KHC vs IAU
+141.6%
-151.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.6% |
| 7D | -1.8% | -0.5% | -1.2% | -1.7% |
| 30D | -1.9% | +4.4% | -6.3% | -2.2% |
| 3M | +14.4% | -1.1% | +15.5% | +14.6% |
| 6M | +8.7% | -13.7% | +22.4% | +10.3% |
| YTD | +7.8% | +2.7% | +5.0% | +7.2% |
| 1Y | -1.5% | +24.6% | -26.1% | -4.3% |
| 3Y | -9.9% | +126.8% | -136.7% | -20.3% |
| All | -10.3% | +141.6% | -151.9% | -22.1% |
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