-0.2%
KHC vs MUB
+1.6%
-1.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.2% | -0.3% | -1.9% | -1.9% |
| 30D | -0.1% | -1.5% | +1.5% | +1.7% |
| 3M | +8.3% | -1.9% | +10.3% | +10.3% |
| 6M | +5.0% | -1.7% | +6.7% | +6.9% |
| YTD | +8.0% | -0.8% | +8.8% | +10.4% |
| All | -0.2% | +1.6% | -1.8% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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