+2.3%
KHC vs SOLS
+20.3%
-18.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.3% |
| 7D | -4.8% | +3.7% | -8.5% | -4.6% |
| 30D | +0.3% | +5.0% | -4.7% | +0.6% |
| 3M | +6.7% | -21.1% | +27.8% | +5.7% |
| 6M | +4.2% | -14.2% | +18.3% | +3.3% |
| YTD | +6.7% | +30.6% | -23.9% | +4.3% |
| All | +2.3% | +20.3% | -18.0% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling