-1.4%
KHC vs PSX
+104.4%
-105.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | -4.8% | +1.8% | -6.6% | -4.8% |
| 30D | +0.3% | +21.6% | -21.3% | +0.2% |
| 3M | +6.7% | +46.5% | -39.7% | +5.9% |
| 6M | +4.2% | +62.0% | -57.8% | +3.4% |
| YTD | +6.7% | +106.3% | -99.6% | +7.2% |
| 1Y | -1.4% | +103.0% | -104.4% | -0.7% |
| All | -1.4% | +104.4% | -105.8% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling