-43.0%
KHC vs UUUU
+246.4%
-289.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.2% |
| 7D | -2.2% | +2.8% | -5.0% | -2.3% |
| 30D | -0.1% | +3.4% | -3.5% | -0.3% |
| 3M | +8.3% | -3.9% | +12.2% | +8.2% |
| 6M | +5.0% | -23.2% | +28.1% | +5.4% |
| YTD | +8.0% | +0.6% | +7.4% | +6.5% |
| 1Y | -1.1% | +22.9% | -24.0% | -4.1% |
| 3Y | -10.7% | +98.6% | -109.4% | -17.2% |
| 5Y | -13.5% | +130.2% | -143.8% | -23.6% |
| 10Y | -55.4% | +519.5% | -574.9% | -67.3% |
| All | -43.0% | +246.4% | -289.5% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling