-1.1%
KHC vs URA
+20.2%
-21.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | +0.5% |
| 7D | -2.2% | +8.1% | -10.3% | -1.5% |
| 30D | -0.1% | +5.8% | -5.9% | +0.5% |
| 3M | +8.3% | +3.4% | +4.9% | +9.3% |
| 6M | +5.0% | -2.6% | +7.6% | +5.7% |
| YTD | +8.0% | +11.2% | -3.2% | +9.6% |
| 1Y | -1.1% | +19.8% | -20.9% | +2.6% |
| All | -1.1% | +20.2% | -21.3% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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