-21.1%
KHC vs NXT
+213.5%
-234.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.0% | +2.6% |
| 7D | +2.0% | -9.4% | +11.4% | +1.9% |
| 30D | +10.6% | +15.1% | -4.5% | +10.9% |
| 3M | +0.5% | -9.1% | +9.6% | +0.5% |
| 6M | +12.1% | -30.3% | +42.4% | +11.9% |
| YTD | +8.9% | +9.1% | -0.2% | +8.3% |
| 1Y | +7.5% | +7.9% | -0.4% | +6.9% |
| 3Y | -10.7% | +176.5% | -187.2% | -15.3% |
| All | -21.1% | +213.5% | -234.7% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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