-49.9%
KHC vs MET
+197.3%
-247.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.3% |
| 7D | +2.0% | +4.5% | -2.4% | +0.7% |
| 30D | +10.6% | +3.5% | +7.1% | +9.4% |
| 3M | +0.5% | +5.9% | -5.4% | -1.4% |
| 6M | +12.1% | +33.1% | -21.0% | +2.5% |
| YTD | +8.9% | +33.6% | -24.7% | -1.0% |
| 1Y | +7.5% | +32.7% | -25.2% | -2.1% |
| 3Y | -10.7% | +85.0% | -95.8% | -28.4% |
| 5Y | -13.2% | +85.6% | -98.8% | -32.0% |
| All | -49.9% | +197.3% | -247.2% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 10y: compounded portfolio wealth divided by compounded MET 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…
10y analysis · Full analysis span regression · 6 months rolling