-1.1%
KHC vs SAP
-19.9%
+18.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | -2.2% | -0.3% | -2.0% | -2.2% |
| 30D | -0.1% | +2.6% | -2.7% | -0.5% |
| 3M | +8.3% | +16.3% | -7.9% | +4.9% |
| 6M | +5.0% | +6.4% | -1.4% | +2.7% |
| YTD | +8.0% | -11.4% | +19.4% | +6.4% |
| 1Y | -1.1% | -20.4% | +19.3% | -0.2% |
| All | -1.1% | -19.9% | +18.8% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SAP 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling