-13.6%
KHC vs MKSI
+84.1%
-97.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.9% |
| 7D | -1.0% | +2.7% | -3.7% | -1.0% |
| 30D | +1.9% | -12.8% | +14.7% | +1.7% |
| 3M | +3.2% | -22.5% | +25.7% | +2.8% |
| 6M | +10.0% | +19.4% | -9.4% | +9.3% |
| YTD | +6.7% | +67.7% | -61.0% | +5.7% |
| 1Y | -0.9% | +131.4% | -132.3% | -2.5% |
| 3Y | -13.6% | +197.3% | -210.9% | -16.8% |
| All | -13.6% | +84.1% | -97.7% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling