-1.4%
KHC vs IVZ
+50.2%
-51.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -4.8% | +1.2% | -6.0% | -4.6% |
| 30D | +0.3% | +1.8% | -1.5% | +0.5% |
| 3M | +6.7% | +15.7% | -9.0% | +8.7% |
| 6M | +4.2% | +36.3% | -32.2% | +8.3% |
| YTD | +6.7% | +24.9% | -18.2% | +9.3% |
| 1Y | -1.4% | +48.9% | -50.3% | +1.7% |
| All | -1.4% | +50.2% | -51.6% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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