-1.1%
KHC vs SWKS
+3.4%
-4.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.2% |
| 7D | -2.2% | +11.8% | -14.0% | -2.4% |
| 30D | -0.1% | +6.7% | -6.8% | -0.2% |
| 3M | +8.3% | 0.0% | +8.3% | +8.3% |
| 6M | +5.0% | +38.7% | -33.8% | +0.7% |
| YTD | +8.0% | +21.4% | -13.4% | +5.4% |
| 1Y | -1.1% | +2.9% | -4.0% | -1.9% |
| All | -1.1% | +3.4% | -4.5% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling