+12.5%
KHC vs SIRI
+59.9%
-47.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.4% | -4.7% | +2.3% |
| 7D | +6.6% | +22.3% | -15.6% | +3.0% |
| 30D | +16.5% | +26.9% | -10.5% | +12.0% |
| 3M | -3.0% | +9.6% | -12.6% | -4.9% |
| 6M | +17.4% | +27.2% | -9.8% | +14.6% |
| YTD | +10.3% | +72.4% | -62.1% | +6.3% |
| 1Y | +12.5% | +59.9% | -47.5% | +9.1% |
| All | +12.5% | +59.9% | -47.4% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 1y: compounded portfolio wealth divided by compounded SIRI 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…
1y analysis · Full analysis span regression · 6 months rolling