-1.3%
KHC vs IR
-5.6%
+4.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -1.8% | -2.8% | +1.1% | -1.6% |
| 30D | -1.9% | -15.1% | +13.3% | -1.1% |
| 3M | +14.4% | +6.1% | +8.3% | +14.7% |
| 6M | +8.7% | -16.8% | +25.5% | +8.9% |
| YTD | +7.8% | -3.5% | +11.3% | +8.2% |
| All | -1.3% | -5.6% | +4.3% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling