-43.1%
KHC vs TRI
+259.2%
-302.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.8% | +0.9% |
| 7D | -1.8% | -0.5% | -1.2% | -1.8% |
| 30D | -1.9% | +7.9% | -9.7% | -4.2% |
| 3M | +14.4% | +24.1% | -9.7% | +7.0% |
| 6M | +8.7% | +3.8% | +4.9% | +6.1% |
| YTD | +7.8% | -16.9% | +24.6% | +12.0% |
| 1Y | -1.5% | -38.4% | +36.9% | +13.1% |
| 3Y | -9.9% | -12.2% | +2.4% | -11.0% |
| 5Y | -10.7% | -1.8% | -8.9% | -17.0% |
| 10Y | -55.7% | +207.6% | -263.3% | -76.1% |
| All | -43.1% | +259.2% | -302.4% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling