-13.5%
KHC vs TRI
-19.2%
+5.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | -4.8% | -8.4% | +3.6% | -3.5% |
| 30D | +0.3% | -6.5% | +6.8% | +1.2% |
| 3M | +6.7% | +18.6% | -11.9% | +4.1% |
| 6M | +4.2% | -10.4% | +14.6% | +5.1% |
| YTD | +6.7% | -23.7% | +30.4% | +10.8% |
| 1Y | -1.4% | -42.5% | +41.1% | +8.0% |
| All | -13.5% | -19.2% | +5.7% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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