-12.6%
KHC vs OPEN
-35.5%
+22.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -21.8% | +19.0% | -2.5% |
| 7D | +1.1% | -22.2% | +23.3% | +1.4% |
| 30D | +12.0% | -38.3% | +50.3% | +12.5% |
| 3M | +0.2% | -59.4% | +59.5% | +0.9% |
| 6M | +10.3% | -74.4% | +84.7% | +11.4% |
| YTD | +6.7% | -76.0% | +82.7% | +7.7% |
| 1Y | +10.9% | -78.7% | +89.5% | +11.9% |
| 3Y | -12.6% | -30.0% | +17.4% | -14.9% |
| All | -12.6% | -35.5% | +22.9% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling