-0.6%
KHC vs MP
+271.0%
-271.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -4.6% | +2.3% | -6.9% | -4.6% |
| 30D | +8.1% | -15.3% | +23.4% | +8.3% |
| 3M | 0.0% | -33.5% | +33.5% | +0.4% |
| 6M | +7.9% | -45.5% | +53.4% | +8.6% |
| YTD | +5.3% | -27.3% | +32.6% | +5.2% |
| 1Y | +5.1% | -40.7% | +45.8% | +5.4% |
| 3Y | -12.8% | +145.9% | -158.6% | -16.4% |
| 5Y | -16.2% | -13.9% | -2.3% | -18.5% |
| All | -0.6% | +271.0% | -271.6% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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