-14.1%
KHC vs SUI
-26.4%
+12.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.6% | +2.3% |
| 7D | +2.0% | -1.5% | +3.5% | +2.5% |
| 30D | +10.6% | +3.7% | +6.9% | +9.6% |
| 3M | +0.5% | -0.4% | +0.9% | +0.6% |
| 6M | +12.1% | -2.8% | +14.8% | +12.9% |
| YTD | +8.9% | -1.6% | +10.5% | +9.3% |
| 1Y | +7.5% | -2.1% | +9.5% | +7.9% |
| 3Y | -10.7% | +18.5% | -29.2% | -14.4% |
| All | -14.1% | -26.4% | +12.3% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling