+10.9%
KHC vs PWR
+19.4%
-8.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.3% | -9.1% | -1.6% |
| 7D | +1.1% | -12.9% | +14.0% | -1.2% |
| 30D | +12.0% | -22.8% | +34.8% | +7.6% |
| 3M | +0.2% | -19.0% | +19.2% | -2.8% |
| 6M | +10.3% | -31.1% | +41.4% | +6.6% |
| YTD | +6.7% | +28.3% | -21.5% | +9.3% |
| 1Y | +10.9% | +22.2% | -11.4% | +13.6% |
| All | +10.9% | +19.4% | -8.5% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling