-49.9%
KHC vs PSX
+368.0%
-418.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.4% |
| 7D | +2.0% | +7.8% | -5.8% | +0.6% |
| 30D | +10.6% | -10.9% | +21.5% | +12.9% |
| 3M | +0.5% | +14.5% | -14.0% | -2.4% |
| 6M | +12.1% | +56.1% | -44.1% | +2.1% |
| YTD | +8.9% | +109.6% | -100.7% | -7.0% |
| 1Y | +7.5% | +95.5% | -88.0% | -7.0% |
| 3Y | -10.7% | +156.2% | -166.9% | -28.6% |
| 5Y | -13.2% | +310.0% | -323.2% | -39.9% |
| All | -49.9% | +368.0% | -418.0% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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