-12.5%
KHC vs SPXS
-79.8%
+67.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.3% |
| 7D | -2.2% | -1.5% | -0.7% | -2.3% |
| 30D | -0.1% | +3.7% | -3.8% | +0.1% |
| 3M | +8.3% | -9.6% | +17.9% | +7.9% |
| 6M | +5.0% | -32.4% | +37.4% | +2.7% |
| YTD | +8.0% | -28.7% | +36.7% | +6.1% |
| 1Y | -1.1% | -38.1% | +37.0% | -3.8% |
| All | -12.5% | -79.8% | +67.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling