-52.4%
KHC vs PWR
+1,818.7%
-1,871.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.6% |
| 7D | -1.1% | -11.2% | +10.1% | -0.2% |
| 30D | +8.8% | -17.4% | +26.2% | +10.7% |
| 3M | -1.2% | -11.7% | +10.5% | -0.6% |
| 6M | +4.6% | -21.7% | +26.3% | +6.5% |
| YTD | +5.1% | +38.3% | -33.1% | -3.2% |
| 1Y | +6.2% | +29.6% | -23.3% | -1.3% |
| 3Y | -12.9% | +236.1% | -249.0% | -36.4% |
| 5Y | -16.8% | +406.3% | -423.1% | -47.3% |
| 10Y | -52.4% | +1,796.7% | -1,849.2% | -81.6% |
| All | -52.4% | +1,818.7% | -1,871.2% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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