-54.3%
KHC vs TECH
+179.6%
-233.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | +0.3% | +0.3% | 0.0% | +0.3% |
| 3M | +6.7% | +32.9% | -26.2% | +2.7% |
| 6M | +4.2% | +32.1% | -27.9% | -0.4% |
| YTD | +6.7% | +23.4% | -16.6% | +2.8% |
| 1Y | -1.4% | +34.1% | -35.5% | -6.4% |
| 3Y | -11.8% | +2.2% | -13.9% | -14.8% |
| 5Y | -13.4% | -41.8% | +28.5% | -9.3% |
| 10Y | -54.3% | +188.9% | -243.2% | -68.6% |
| All | -54.3% | +179.6% | -233.8% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling