-10.3%
KHC vs PWR
+443.9%
-454.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | -1.8% | +3.6% | -5.4% | -1.7% |
| 30D | -1.9% | -8.6% | +6.7% | -2.1% |
| 3M | +14.4% | -13.2% | +27.6% | +14.5% |
| 6M | +8.7% | +9.9% | -1.2% | +8.5% |
| YTD | +7.8% | +48.0% | -40.3% | +7.0% |
| 1Y | -1.5% | +66.2% | -67.7% | -2.7% |
| 3Y | -9.9% | +195.1% | -205.0% | -15.0% |
| All | -10.3% | +443.9% | -454.2% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling