+2.2%
KHC vs IRE
-84.4%
+86.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +14.0% | -16.2% | -2.0% |
| 7D | -3.3% | +54.8% | -58.1% | -2.4% |
| 30D | -3.4% | +18.4% | -21.8% | -2.8% |
| 3M | +12.6% | -66.7% | +79.3% | +13.1% |
| 6M | +7.0% | -52.3% | +59.3% | +9.1% |
| YTD | +6.1% | -52.3% | +58.4% | +8.0% |
| All | +2.2% | -84.4% | +86.6% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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