-50.5%
KHC vs SE
+379.8%
-430.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -0.9% |
| 7D | -2.0% | +3.3% | -5.3% | -2.2% |
| 30D | +9.7% | -18.2% | +27.8% | +10.4% |
| 3M | -2.0% | -31.3% | +29.3% | -0.8% |
| 6M | +5.4% | -10.1% | +15.5% | +5.6% |
| YTD | +5.9% | -38.9% | +44.8% | +7.4% |
| 1Y | +7.5% | -48.0% | +55.5% | +9.5% |
| 3Y | -12.4% | +78.8% | -91.2% | -16.0% |
| 5Y | -15.8% | -77.1% | +61.3% | -11.1% |
| All | -50.5% | +379.8% | -430.3% | -59.2% |
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