+12.5%
KHC vs KWEB
-34.1%
+46.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.5% | -0.7% | +3.5% |
| 7D | +6.6% | +5.8% | +0.8% | +6.3% |
| 30D | +16.5% | -1.0% | +17.5% | +16.4% |
| 3M | -3.0% | -15.8% | +12.8% | -2.1% |
| 6M | +17.4% | -14.9% | +32.3% | +18.0% |
| YTD | +10.3% | -28.6% | +38.9% | +10.0% |
| 1Y | +12.5% | -33.9% | +46.4% | +11.7% |
| All | +12.5% | -34.1% | +46.6% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling