-43.1%
KHC vs PWR
+2,161.3%
-2,204.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -1.8% | +3.6% | -5.4% | -2.2% |
| 30D | -1.9% | -8.6% | +6.7% | -0.9% |
| 3M | +14.4% | -13.2% | +27.6% | +15.7% |
| 6M | +8.7% | +9.9% | -1.2% | +5.7% |
| YTD | +7.8% | +48.0% | -40.3% | -0.2% |
| 1Y | -1.5% | +66.2% | -67.7% | -10.9% |
| 3Y | -9.9% | +195.1% | -205.0% | -29.1% |
| 5Y | -10.7% | +442.6% | -453.3% | -40.2% |
| 10Y | -55.7% | +2,334.2% | -2,389.9% | -80.1% |
| All | -43.1% | +2,161.3% | -2,204.5% | -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