-49.6%
KHC vs SE
+597.4%
-647.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.2% |
| 7D | -2.2% | +0.6% | -2.8% | -2.2% |
| 30D | -0.1% | -0.1% | 0.0% | -0.2% |
| 3M | +8.3% | +34.1% | -25.8% | +7.0% |
| 6M | +5.0% | +23.2% | -18.3% | +3.9% |
| YTD | +8.0% | -11.2% | +19.2% | +8.0% |
| 1Y | -1.1% | -40.5% | +39.4% | +0.4% |
| 3Y | -10.7% | +196.3% | -207.0% | -16.0% |
| 5Y | -13.5% | -67.0% | +53.5% | -9.8% |
| All | -49.6% | +597.4% | -647.0% | -58.9% |
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