-13.7%
KHC vs SYY
+24.2%
-37.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | +8.1% | -2.2% | +10.3% | +8.8% |
| 3M | 0.0% | -8.0% | +8.1% | +2.6% |
| 6M | +7.9% | +7.5% | +0.4% | +4.9% |
| YTD | +5.3% | +7.4% | -2.2% | -0.8% |
| 1Y | +5.1% | +4.9% | +0.2% | +0.3% |
| All | -13.7% | +24.2% | -37.9% | -22.0% |
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