-13.7%
KHC vs IVZ
+147.9%
-161.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.2% |
| 7D | -4.6% | -2.8% | -1.8% | -4.5% |
| 30D | +8.1% | -2.2% | +10.3% | +8.2% |
| 3M | 0.0% | -8.1% | +8.1% | +0.3% |
| 6M | +7.9% | +3.8% | +4.2% | +7.5% |
| YTD | +5.3% | +11.5% | -6.2% | +4.1% |
| 1Y | +5.1% | +23.7% | -18.6% | +2.7% |
| All | -13.7% | +147.9% | -161.6% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling