-50.9%
KHC vs SE
+372.6%
-423.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.7% |
| 7D | -1.1% | 0.0% | -1.2% | -1.1% |
| 30D | +8.8% | -19.4% | +28.2% | +9.6% |
| 3M | -1.2% | -33.1% | +31.9% | +0.1% |
| 6M | +4.6% | -11.4% | +16.1% | +4.8% |
| YTD | +5.1% | -39.8% | +44.9% | +6.6% |
| 1Y | +6.2% | -50.5% | +56.7% | +8.5% |
| 3Y | -12.9% | +68.9% | -81.8% | -16.2% |
| 5Y | -16.8% | -77.1% | +60.3% | -12.1% |
| All | -50.9% | +372.6% | -423.5% | -59.4% |
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