+4.2%
KHC vs KEYS
+23.5%
-19.4%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.3% |
| 7D | -4.8% | +2.9% | -7.7% | -4.1% |
| 30D | +0.3% | -1.3% | +1.6% | +0.2% |
| 3M | +6.7% | -0.1% | +6.8% | +7.3% |
| 6M | +4.2% | +17.4% | -13.2% | +5.9% |
| All | +4.2% | +23.5% | -19.4% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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