-55.6%
KHC vs PNC
+279.5%
-335.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | -1.0% | -0.6% | -0.5% | -0.9% |
| 30D | +1.9% | -4.4% | +6.3% | +3.1% |
| 3M | +3.2% | +5.2% | -2.0% | +1.7% |
| 6M | +10.0% | +20.6% | -10.7% | +4.1% |
| YTD | +6.7% | +19.8% | -13.1% | +0.8% |
| 1Y | -0.9% | +24.4% | -25.3% | -7.6% |
| 3Y | -13.6% | +131.2% | -144.8% | -34.1% |
| 5Y | -12.8% | +53.1% | -65.9% | -26.1% |
| All | -55.6% | +279.5% | -335.1% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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