-43.1%
KHC vs NI
+248.6%
-291.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.4% |
| 7D | -1.8% | +2.0% | -3.8% | -2.6% |
| 30D | -1.9% | -3.5% | +1.7% | -0.6% |
| 3M | +14.4% | -9.1% | +23.5% | +18.5% |
| 6M | +8.7% | -11.8% | +20.6% | +13.8% |
| YTD | +7.8% | +1.1% | +6.7% | +6.6% |
| 1Y | -1.5% | +6.7% | -8.2% | -4.9% |
| 3Y | -9.9% | +71.1% | -80.9% | -29.8% |
| 5Y | -10.7% | +94.3% | -105.0% | -35.0% |
| 10Y | -55.7% | +135.8% | -191.5% | -71.4% |
| All | -43.1% | +248.6% | -291.7% | -70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling