-52.3%
KHC vs MSCI
+809.1%
-861.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -4.6% | -1.9% | -2.7% | -4.3% |
| 30D | +8.1% | +16.5% | -8.4% | +5.0% |
| 3M | 0.0% | +18.2% | -18.2% | -3.1% |
| 6M | +7.9% | +14.0% | -6.0% | +5.0% |
| YTD | +5.3% | +16.6% | -11.3% | +1.5% |
| 1Y | +5.1% | +14.8% | -9.7% | +1.6% |
| 3Y | -12.8% | +33.3% | -46.0% | -19.4% |
| 5Y | -16.2% | +9.1% | -25.3% | -20.6% |
| 10Y | -52.3% | +820.4% | -872.6% | -73.4% |
| All | -52.3% | +809.1% | -861.4% | -73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling