-12.6%
KHC vs URI
+138.8%
-151.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -2.8% |
| 7D | +1.1% | -9.8% | +10.9% | +1.4% |
| 30D | +12.0% | +1.7% | +10.2% | +11.8% |
| 3M | +0.2% | -9.1% | +9.2% | +0.4% |
| 6M | +10.3% | +9.9% | +0.5% | +9.4% |
| YTD | +6.7% | +31.2% | -24.5% | +4.2% |
| 1Y | +10.9% | +25.9% | -15.1% | +8.5% |
| 3Y | -12.6% | +147.4% | -160.0% | -15.0% |
| All | -12.6% | +138.8% | -151.4% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling