-49.9%
KHC vs WING
+620.3%
-670.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.0% | -2.5% | +4.5% | +2.2% |
| 30D | +10.6% | +29.5% | -18.9% | +8.7% |
| 3M | +0.5% | +40.2% | -39.7% | -1.9% |
| 6M | +12.1% | +32.7% | -20.7% | +9.7% |
| YTD | +8.9% | -32.8% | +41.7% | +10.2% |
| 1Y | +7.5% | -31.7% | +39.2% | +8.6% |
| 3Y | -10.7% | -24.7% | +14.0% | -12.4% |
| 5Y | -13.2% | -0.5% | -12.7% | -17.8% |
| All | -49.9% | +620.3% | -670.2% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling