-43.7%
KHC vs KGC
+999.4%
-1,043.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.0% | -5.8% | -2.9% |
| 7D | +1.1% | +10.5% | -9.4% | +0.8% |
| 30D | +12.0% | -4.1% | +16.0% | +12.0% |
| 3M | +0.2% | -13.1% | +13.3% | +0.5% |
| 6M | +10.3% | -27.5% | +37.9% | +11.2% |
| YTD | +6.7% | -20.7% | +27.4% | +7.1% |
| 1Y | +10.9% | -6.1% | +16.9% | +10.5% |
| 3Y | -12.6% | +318.6% | -331.2% | -18.1% |
| 5Y | -16.3% | +289.9% | -306.2% | -22.0% |
| 10Y | -53.2% | +501.8% | -555.1% | -57.3% |
| All | -43.7% | +999.4% | -1,043.1% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 all: compounded portfolio wealth divided by compounded KGC 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…
all analysis · Full analysis span regression · 6 months rolling