+7.0%
KHC vs PWR
+30.1%
-23.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +9.4% | -10.1% | +1.0% |
| 7D | -2.0% | -4.8% | +2.7% | -2.6% |
| 30D | +9.7% | -16.2% | +25.9% | +7.1% |
| 3M | -2.0% | -11.9% | +9.9% | -3.3% |
| 6M | +5.4% | -20.6% | +26.0% | +4.1% |
| YTD | +5.9% | +40.3% | -34.3% | +10.5% |
| All | +7.0% | +30.1% | -23.1% | +11.7% |
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