-3.1%
KHC vs MSCI
+4.9%
-8.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.2% |
| 7D | -3.3% | +0.4% | -3.7% | -3.3% |
| 30D | -3.4% | +0.6% | -4.0% | -3.5% |
| 3M | +12.6% | -7.1% | +19.7% | +12.5% |
| 6M | +7.0% | +0.8% | +6.2% | +6.9% |
| YTD | +6.1% | +1.0% | +5.1% | +5.6% |
| 1Y | -3.1% | +4.3% | -7.4% | -3.1% |
| All | -3.1% | +4.9% | -8.0% | -3.1% |
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