-13.4%
KHC vs QID
-80.7%
+67.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -4.8% | -1.9% | -2.9% | -4.8% |
| 30D | +0.3% | +1.7% | -1.4% | +0.3% |
| 3M | +6.7% | -3.9% | +10.6% | +6.7% |
| 6M | +4.2% | -30.0% | +34.1% | +2.9% |
| YTD | +6.7% | -28.2% | +35.0% | +5.6% |
| 1Y | -1.4% | -35.6% | +34.2% | -2.9% |
| 3Y | -11.8% | -74.3% | +62.5% | -16.7% |
| 5Y | -13.4% | -80.8% | +67.5% | -20.3% |
| All | -13.4% | -80.7% | +67.3% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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