-13.4%
KHC vs SYY
+22.4%
-35.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -1.9% |
| 7D | -4.8% | -0.2% | -4.6% | -4.7% |
| 30D | +0.3% | -2.7% | +3.0% | +1.2% |
| 3M | +6.7% | +5.9% | +0.8% | +4.7% |
| 6M | +4.2% | -2.3% | +6.5% | +4.3% |
| YTD | +6.7% | +13.1% | -6.4% | +0.8% |
| 1Y | -1.4% | +3.8% | -5.2% | -3.8% |
| 3Y | -11.8% | +26.7% | -38.5% | -19.9% |
| 5Y | -13.4% | +19.4% | -32.8% | -20.9% |
| All | -13.4% | +22.4% | -35.7% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling