-0.7%
KHC vs OPEN
-87.3%
+86.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | +0.1% |
| 7D | -4.6% | -31.1% | +26.5% | -4.3% |
| 30D | +8.1% | -34.7% | +42.8% | +8.5% |
| 3M | 0.0% | -61.9% | +61.9% | +0.8% |
| 6M | +7.9% | -71.9% | +79.8% | +8.9% |
| YTD | +5.3% | -76.6% | +81.8% | +6.3% |
| 1Y | +5.1% | -83.9% | +89.0% | +6.3% |
| 3Y | -12.8% | -34.4% | +21.6% | -14.1% |
| 5Y | -16.2% | -93.9% | +77.7% | -18.0% |
| All | -0.7% | -87.3% | +86.6% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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