-13.6%
KHC vs KR
+41.9%
-55.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -2.5% | -2.7% | +0.1% | -1.9% |
| 30D | +0.5% | +1.9% | -1.4% | 0.0% |
| 3M | +3.0% | -11.0% | +14.1% | +5.7% |
| 6M | +6.6% | -20.2% | +26.8% | +11.8% |
| YTD | +5.8% | -7.3% | +13.1% | +7.1% |
| 1Y | -2.2% | -13.1% | +10.9% | +0.3% |
| 3Y | -12.5% | +29.7% | -42.3% | -19.2% |
| 5Y | -13.6% | +48.8% | -62.3% | -21.5% |
| All | -13.6% | +41.9% | -55.5% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 5y: compounded portfolio wealth divided by compounded KR 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…
5y analysis · Full analysis span regression · 6 months rolling