-2.2%
KHC vs NI
+4.9%
-7.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -2.5% | -0.6% | -1.9% | -2.4% |
| 30D | +0.5% | -1.4% | +1.9% | +0.8% |
| 3M | +3.0% | -10.6% | +13.6% | +4.8% |
| 6M | +6.6% | -9.9% | +16.5% | +8.3% |
| YTD | +5.8% | +1.2% | +4.6% | +4.5% |
| 1Y | -2.2% | +4.4% | -6.6% | -3.4% |
| All | -2.2% | +4.9% | -7.1% | -3.4% |
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