-49.1%
KHC vs SE
+363.8%
-412.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +2.5% |
| 7D | +2.0% | -0.5% | +2.5% | +2.0% |
| 30D | +10.6% | -20.9% | +31.5% | +11.5% |
| 3M | +0.5% | -38.9% | +39.4% | +2.3% |
| 6M | +12.1% | -19.4% | +31.5% | +12.7% |
| YTD | +8.9% | -40.9% | +49.8% | +10.5% |
| 1Y | +7.5% | -46.2% | +53.7% | +9.4% |
| 3Y | -10.7% | +63.7% | -74.4% | -14.0% |
| 5Y | -13.2% | -77.9% | +64.8% | -8.1% |
| All | -49.1% | +363.8% | -412.9% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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