-51.2%
KHC vs SUI
+120.9%
-172.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | -3.3% | -3.8% | +0.5% | -2.1% |
| 30D | +9.1% | +3.9% | +5.2% | +7.8% |
| 3M | +1.4% | +0.2% | +1.2% | +1.3% |
| 6M | +8.4% | -4.2% | +12.5% | +9.8% |
| YTD | +6.2% | -2.5% | +8.7% | +6.9% |
| 1Y | +5.7% | -4.0% | +9.7% | +6.8% |
| 3Y | -12.0% | +16.5% | -28.6% | -17.4% |
| 5Y | -15.3% | -27.2% | +11.9% | -9.0% |
| All | -51.2% | +120.9% | -172.1% | -65.5% |
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