-54.1%
KHC vs URI
+1,313.6%
-1,367.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.9% | -7.6% | -1.7% |
| 7D | -2.0% | -4.0% | +2.0% | -1.6% |
| 30D | +9.7% | +6.8% | +2.9% | +8.5% |
| 3M | -2.0% | -2.8% | +0.8% | -1.9% |
| 6M | +5.4% | +20.9% | -15.4% | +1.8% |
| YTD | +5.9% | +40.2% | -34.3% | -0.9% |
| 1Y | +7.5% | +34.1% | -26.6% | +1.2% |
| 3Y | -12.4% | +164.1% | -176.6% | -28.0% |
| 5Y | -15.8% | +199.3% | -215.2% | -34.1% |
| 10Y | -54.1% | +1,218.8% | -1,272.9% | -71.1% |
| All | -54.1% | +1,313.6% | -1,367.7% | -71.1% |
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