-3.1%
KHC vs MKSI
+162.5%
-165.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.3% | -6.5% | -1.8% |
| 7D | -3.3% | +1.8% | -5.1% | -3.1% |
| 30D | -3.4% | -16.8% | +13.4% | -5.2% |
| 3M | +12.6% | -21.1% | +33.7% | +10.1% |
| 6M | +7.0% | +10.8% | -3.8% | +7.1% |
| YTD | +6.1% | +63.3% | -57.2% | +8.9% |
| 1Y | -3.1% | +157.0% | -160.0% | -3.3% |
| All | -3.1% | +162.5% | -165.6% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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