+12.5%
KHC vs TE
-16.5%
+29.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.5% | +7.3% | +3.6% |
| 7D | +6.6% | +3.8% | +2.8% | +6.9% |
| 30D | +16.5% | -26.2% | +42.7% | +15.5% |
| 3M | -3.0% | -49.7% | +46.7% | -4.9% |
| 6M | +17.4% | -46.5% | +63.8% | +15.2% |
| YTD | +10.3% | -59.1% | +69.5% | +8.4% |
| 1Y | +12.5% | -25.8% | +38.3% | +10.8% |
| All | +12.5% | -16.5% | +29.0% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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