-16.3%
KHC vs SPXU
-83.3%
+67.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -0.7% |
| 7D | -1.1% | +0.5% | -1.6% | -1.0% |
| 30D | +8.8% | +10.9% | -2.1% | +9.8% |
| 3M | -1.2% | +9.6% | -10.8% | -0.4% |
| 6M | +4.6% | -4.7% | +9.3% | +4.5% |
| YTD | +5.1% | -24.6% | +29.7% | +3.3% |
| 1Y | +6.2% | -24.7% | +31.0% | +4.4% |
| 3Y | -12.9% | -80.0% | +67.1% | -22.8% |
| All | -16.3% | -83.3% | +67.0% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling