-54.3%
KHC vs SUI
+115.7%
-170.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.3% |
| 7D | +1.1% | +6.2% | -5.1% | -0.9% |
| 30D | +12.0% | +8.6% | +3.4% | +9.1% |
| 3M | +0.2% | +1.0% | -0.8% | -0.2% |
| 6M | +10.3% | -2.6% | +12.9% | +11.2% |
| YTD | +6.7% | -0.1% | +6.9% | +6.6% |
| 1Y | +10.9% | +0.5% | +10.4% | +10.4% |
| 3Y | -12.6% | +15.3% | -27.9% | -17.7% |
| 5Y | -16.3% | -26.1% | +9.9% | -10.3% |
| All | -54.3% | +115.7% | -170.0% | -70.0% |
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