-55.6%
KHC vs SU
+267.2%
-322.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.0% | +2.2% | -3.2% | -1.3% |
| 30D | +1.9% | +8.4% | -6.6% | +0.6% |
| 3M | +3.2% | +12.1% | -8.9% | +1.2% |
| 6M | +10.0% | +19.7% | -9.7% | +6.4% |
| YTD | +6.7% | +58.4% | -51.7% | -1.5% |
| 1Y | -0.9% | +67.2% | -68.1% | -9.4% |
| 3Y | -13.6% | +125.0% | -138.6% | -25.7% |
| 5Y | -12.8% | +355.1% | -367.9% | -36.4% |
| All | -55.6% | +267.2% | -322.9% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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