+6.2%
KHC vs URA
-30.3%
+36.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -1.2% |
| 7D | -1.1% | +0.3% | -1.4% | -1.0% |
| 30D | +8.8% | -14.8% | +23.6% | +7.3% |
| 3M | -1.2% | -25.3% | +24.1% | -3.7% |
| 6M | +4.6% | -39.9% | +44.6% | +1.1% |
| YTD | +5.1% | -22.4% | +27.6% | +3.8% |
| 1Y | +6.2% | -29.0% | +35.2% | +4.4% |
| All | +6.2% | -30.3% | +36.5% | +4.4% |
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