-55.6%
KHC vs MKSI
+524.1%
-579.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.7% |
| 7D | -1.0% | +2.7% | -3.7% | -1.2% |
| 30D | +1.9% | -12.8% | +14.7% | +2.9% |
| 3M | +3.2% | -22.5% | +25.7% | +4.3% |
| 6M | +10.0% | +19.4% | -9.4% | +6.0% |
| YTD | +6.7% | +67.7% | -61.0% | -1.3% |
| 1Y | -0.9% | +131.4% | -132.3% | -12.1% |
| 3Y | -13.6% | +197.3% | -210.9% | -29.1% |
| 5Y | -12.8% | +87.0% | -99.8% | -25.2% |
| All | -55.6% | +524.1% | -579.7% | -73.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling