-26.3%
KHC vs SOXQ
+286.7%
-312.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.9% |
| 7D | -1.0% | +0.8% | -1.8% | -1.0% |
| 30D | +1.9% | -4.6% | +6.5% | +1.8% |
| 3M | +3.2% | -10.2% | +13.4% | +3.1% |
| 6M | +10.0% | +49.7% | -39.7% | +9.8% |
| YTD | +6.7% | +67.2% | -60.6% | +6.5% |
| 1Y | -0.9% | +98.0% | -98.9% | -1.4% |
| 3Y | -13.6% | +237.2% | -250.7% | -15.9% |
| 5Y | -12.8% | +261.3% | -274.1% | -16.7% |
| All | -26.3% | +286.7% | -312.9% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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