-13.8%
KHC vs SPXU
-80.2%
+66.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -0.7% |
| 7D | -1.1% | +0.5% | -1.6% | -1.1% |
| 30D | +8.8% | +10.9% | -2.1% | +9.4% |
| 3M | -1.2% | +9.6% | -10.8% | -0.7% |
| 6M | +4.6% | -4.7% | +9.3% | +4.5% |
| YTD | +5.1% | -24.6% | +29.7% | +3.7% |
| 1Y | +6.2% | -24.7% | +31.0% | +4.9% |
| All | -13.8% | -80.2% | +66.4% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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