-10.7%
KHC vs SYY
+25.4%
-36.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.2% | -2.8% | +0.6% | -1.3% |
| 30D | -0.1% | -5.3% | +5.2% | +1.8% |
| 3M | +8.3% | +5.1% | +3.3% | +6.5% |
| 6M | +5.0% | -5.0% | +9.9% | +6.4% |
| YTD | +8.0% | +10.7% | -2.7% | +1.3% |
| 1Y | -1.1% | +0.7% | -1.8% | -2.7% |
| 3Y | -10.7% | +24.0% | -34.8% | -21.7% |
| All | -10.7% | +25.4% | -36.1% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling