-20.1%
KHC vs VIK
+243.7%
-263.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.5% |
| 7D | +2.0% | +2.7% | -0.7% | +1.9% |
| 30D | +10.6% | +8.8% | +1.8% | +10.3% |
| 3M | +0.5% | -15.3% | +15.8% | +0.9% |
| 6M | +12.1% | +9.4% | +2.7% | +11.4% |
| YTD | +8.9% | +25.9% | -16.9% | +7.5% |
| 1Y | +7.5% | +51.0% | -43.5% | +4.9% |
| All | -20.1% | +243.7% | -263.7% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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