-52.4%
KHC vs URI
+1,189.1%
-1,241.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.3% | -0.5% |
| 7D | -1.1% | -6.0% | +4.8% | -0.4% |
| 30D | +8.8% | +4.6% | +4.2% | +8.0% |
| 3M | -1.2% | -2.7% | +1.5% | -1.1% |
| 6M | +4.6% | +18.4% | -13.7% | +1.4% |
| YTD | +5.1% | +37.4% | -32.2% | -1.3% |
| 1Y | +6.2% | +30.4% | -24.1% | +0.5% |
| 3Y | -12.9% | +147.9% | -160.8% | -27.6% |
| 5Y | -16.8% | +202.1% | -218.8% | -35.0% |
| 10Y | -52.4% | +1,182.4% | -1,234.9% | -69.9% |
| All | -52.4% | +1,189.1% | -1,241.5% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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