-13.6%
KHC vs KWEB
-45.1%
+31.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.9% |
| 7D | -2.5% | -4.3% | +1.8% | -2.5% |
| 30D | +0.5% | -13.0% | +13.5% | +0.7% |
| 3M | +3.0% | -7.6% | +10.6% | +3.1% |
| 6M | +6.6% | -21.1% | +27.8% | +6.9% |
| YTD | +5.8% | -28.2% | +34.0% | +6.1% |
| 1Y | -2.2% | -34.9% | +32.7% | -1.8% |
| 3Y | -12.5% | -0.8% | -11.8% | -12.3% |
| 5Y | -13.6% | -43.6% | +30.0% | -12.8% |
| All | -13.6% | -45.1% | +31.5% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling