-27.2%
KHC vs KVUE
-20.6%
-6.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -0.4% |
| 7D | -4.8% | -7.2% | +2.4% | -3.2% |
| 30D | +0.3% | -5.7% | +6.0% | +1.6% |
| 3M | +6.7% | +0.2% | +6.6% | +7.0% |
| 6M | +4.2% | 0.0% | +4.1% | +4.4% |
| YTD | +6.7% | +6.5% | +0.2% | +5.9% |
| 1Y | -1.4% | -1.4% | 0.0% | -0.9% |
| 3Y | -11.8% | -5.6% | -6.2% | -11.2% |
| All | -27.2% | -20.6% | -6.6% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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