-0.2%
KHC vs WCC
+69.0%
-69.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.5% |
| 7D | -2.2% | +8.5% | -10.7% | -1.2% |
| 30D | -0.1% | -1.0% | +0.9% | 0.0% |
| 3M | +8.3% | +2.1% | +6.2% | +9.7% |
| 6M | +5.0% | +36.8% | -31.9% | +7.2% |
| YTD | +8.0% | +47.7% | -39.7% | +11.1% |
| All | -0.2% | +69.0% | -69.3% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling