-49.9%
KHC vs NI
+197.8%
-247.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.4% |
| 7D | +2.0% | +4.3% | -2.3% | +0.3% |
| 30D | +10.6% | +12.4% | -1.7% | +5.7% |
| 3M | +0.5% | +10.2% | -9.7% | -3.3% |
| 6M | +12.1% | -0.8% | +12.9% | +12.1% |
| YTD | +8.9% | +13.2% | -4.3% | +3.1% |
| 1Y | +7.5% | +10.1% | -2.6% | +2.8% |
| 3Y | -10.7% | +103.1% | -113.8% | -34.7% |
| 5Y | -13.2% | +115.5% | -128.7% | -39.0% |
| All | -49.9% | +197.8% | -247.8% | -69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling