-43.1%
KHC vs WCC
+431.4%
-474.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.5% | -1.1% |
| 7D | -1.8% | +4.5% | -6.2% | -2.2% |
| 30D | -1.9% | -5.8% | +3.9% | -1.4% |
| 3M | +14.4% | -3.7% | +18.1% | +14.3% |
| 6M | +8.7% | +23.1% | -14.3% | +5.1% |
| YTD | +7.8% | +44.2% | -36.4% | +2.1% |
| 1Y | -1.5% | +62.1% | -63.6% | -8.4% |
| 3Y | -9.9% | +121.1% | -131.0% | -21.9% |
| 5Y | -10.7% | +214.0% | -224.7% | -29.3% |
| 10Y | -55.7% | +472.8% | -528.5% | -71.2% |
| All | -43.1% | +431.4% | -474.6% | -61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling