-54.1%
KHC vs SUI
+118.5%
-172.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -2.0% | +3.0% | -5.1% | -3.0% |
| 30D | +9.7% | +5.6% | +4.1% | +7.8% |
| 3M | -2.0% | +0.9% | -2.9% | -2.3% |
| 6M | +5.4% | -2.6% | +8.0% | +6.3% |
| YTD | +5.9% | -0.1% | +6.0% | +5.7% |
| 1Y | +7.5% | -1.4% | +8.9% | +7.7% |
| 3Y | -12.4% | +19.8% | -32.2% | -18.5% |
| 5Y | -15.8% | -25.8% | +9.9% | -10.0% |
| 10Y | -54.1% | +118.1% | -172.2% | -68.7% |
| All | -54.1% | +118.5% | -172.6% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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