-13.5%
KHC vs SPXU
-86.0%
+72.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | +0.3% |
| 7D | -2.2% | -1.5% | -0.7% | -2.3% |
| 30D | -0.1% | +3.7% | -3.8% | +0.2% |
| 3M | +8.3% | -9.6% | +17.9% | +7.6% |
| 6M | +5.0% | -32.4% | +37.3% | +2.1% |
| YTD | +8.0% | -28.7% | +36.7% | +5.5% |
| 1Y | -1.1% | -38.2% | +37.1% | -4.4% |
| 3Y | -10.7% | -80.4% | +69.7% | -20.9% |
| 5Y | -13.5% | -86.0% | +72.5% | -23.6% |
| All | -13.5% | -86.0% | +72.5% | -23.6% |
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