+7.9%
KHC vs JCI
+4.8%
+3.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.3% | +1.1% |
| 7D | -4.6% | +2.9% | -7.5% | -3.4% |
| 30D | +8.1% | -6.9% | +15.1% | +6.0% |
| 3M | 0.0% | -6.3% | +6.3% | -1.6% |
| 6M | +7.9% | +2.6% | +5.4% | +10.0% |
| All | +7.9% | +4.8% | +3.1% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 6mo: compounded portfolio wealth divided by compounded JCI 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…
6mo analysis · Full analysis span regression · 6 months rolling