-10.3%
KHC vs URI
+200.7%
-211.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -1.8% | -2.0% | +0.2% | -1.7% |
| 30D | -1.9% | -12.9% | +11.1% | -1.1% |
| 3M | +14.4% | -6.7% | +21.1% | +14.7% |
| 6M | +8.7% | +19.0% | -10.3% | +6.8% |
| YTD | +7.8% | +25.5% | -17.8% | +5.2% |
| 1Y | -1.5% | +5.5% | -7.1% | -2.7% |
| 3Y | -9.9% | +111.3% | -121.2% | -16.6% |
| All | -10.3% | +200.7% | -211.0% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling