-3.1%
KHC vs NI
+1.4%
-4.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.2% |
| 7D | -3.3% | +2.0% | -5.3% | -3.6% |
| 30D | -3.4% | -3.5% | +0.1% | -2.9% |
| 3M | +12.6% | -9.1% | +21.7% | +14.2% |
| 6M | +7.0% | -11.8% | +18.9% | +9.1% |
| YTD | +6.1% | +1.1% | +5.0% | +4.7% |
| 1Y | -3.1% | +6.7% | -9.8% | -6.1% |
| All | -3.1% | +1.4% | -4.5% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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