+12.5%
KHC vs MSCI
+17.3%
-4.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.4% | -1.6% | +2.9% |
| 7D | +6.6% | +11.5% | -4.8% | +4.9% |
| 30D | +16.5% | +22.1% | -5.6% | +13.6% |
| 3M | -3.0% | +18.4% | -21.4% | -5.1% |
| 6M | +17.4% | +16.6% | +0.7% | +14.8% |
| YTD | +10.3% | +18.8% | -8.5% | +7.4% |
| 1Y | +12.5% | +19.0% | -6.5% | +10.2% |
| All | +12.5% | +17.3% | -4.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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