-43.7%
KHC vs PWR
+1,858.9%
-1,902.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.3% | -9.1% | -3.4% |
| 7D | +1.1% | -12.9% | +14.0% | +2.3% |
| 30D | +12.0% | -22.8% | +34.8% | +14.6% |
| 3M | +0.2% | -19.0% | +19.2% | +1.8% |
| 6M | +10.3% | -31.1% | +41.5% | +13.9% |
| YTD | +6.7% | +28.2% | -21.5% | -0.3% |
| 1Y | +10.9% | +22.2% | -11.3% | +4.2% |
| 3Y | -12.6% | +222.1% | -234.8% | -33.9% |
| 5Y | -16.3% | +364.1% | -380.4% | -43.1% |
| 10Y | -53.2% | +1,864.5% | -1,917.7% | -78.6% |
| All | -43.7% | +1,858.9% | -1,902.6% | -75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling