-10.7%
KHC vs TE
+9.8%
-20.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.5% |
| 7D | +2.0% | -19.1% | +21.1% | +1.8% |
| 30D | +10.6% | -34.1% | +44.8% | +10.2% |
| 3M | +0.5% | -60.1% | +60.6% | -0.3% |
| 6M | +12.1% | -66.0% | +78.0% | +10.8% |
| YTD | +8.9% | -71.4% | +80.3% | +7.7% |
| 1Y | +7.5% | -45.3% | +52.8% | +5.8% |
| 3Y | -10.7% | +9.1% | -19.9% | -12.8% |
| All | -10.7% | +9.8% | -20.5% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling