-55.6%
KHC vs NI
+143.3%
-198.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.0% | 0.0% | -1.1% | -1.0% |
| 30D | +1.9% | -1.4% | +3.3% | +2.4% |
| 3M | +3.2% | -10.6% | +13.8% | +7.5% |
| 6M | +10.0% | -9.3% | +19.3% | +13.8% |
| YTD | +6.7% | +1.1% | +5.6% | +5.5% |
| 1Y | -0.9% | +3.4% | -4.3% | -3.0% |
| 3Y | -13.6% | +67.9% | -81.4% | -31.9% |
| 5Y | -12.8% | +98.0% | -110.8% | -36.8% |
| All | -55.6% | +143.3% | -198.9% | -71.1% |
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