-54.3%
KHC vs NDAQ
+374.8%
-429.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -4.8% | -1.6% | -3.2% | -4.4% |
| 30D | +0.3% | -1.5% | +1.8% | +0.7% |
| 3M | +6.7% | +8.0% | -1.3% | +3.9% |
| 6M | +4.2% | +7.7% | -3.6% | +1.2% |
| YTD | +6.7% | -2.3% | +9.1% | +6.4% |
| 1Y | -1.4% | +0.6% | -2.0% | -3.0% |
| 3Y | -11.8% | +90.9% | -102.7% | -32.5% |
| 5Y | -13.4% | +52.5% | -65.8% | -29.4% |
| 10Y | -54.3% | +380.3% | -434.5% | -77.2% |
| All | -54.3% | +374.8% | -429.0% | -77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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