-6.3%
KHC vs ROIV
+292.3%
-298.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -1.1% | +14.3% | -15.4% | -1.3% |
| 30D | +8.8% | +16.2% | -7.4% | +8.7% |
| 3M | -1.2% | +15.1% | -16.3% | -1.4% |
| 6M | +4.6% | +44.2% | -39.6% | +4.2% |
| YTD | +5.1% | +89.8% | -84.7% | +4.2% |
| 1Y | +6.2% | +94.6% | -88.3% | +5.2% |
| 3Y | -12.9% | +367.5% | -380.4% | -14.7% |
| 5Y | -16.8% | +421.4% | -438.2% | -19.1% |
| All | -6.3% | +292.3% | -298.6% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling