-55.4%
KHC vs WING
+341.7%
-397.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | -0.1% | -6.0% | +5.9% | +0.3% |
| 3M | +8.3% | -23.5% | +31.8% | +10.0% |
| 6M | +5.0% | -52.0% | +56.9% | +9.2% |
| YTD | +8.0% | -53.8% | +61.8% | +12.3% |
| 1Y | -1.1% | -63.8% | +62.7% | +4.2% |
| 3Y | -10.7% | -30.8% | +20.1% | -12.1% |
| 5Y | -13.5% | -34.3% | +20.8% | -15.9% |
| 10Y | -55.4% | +352.4% | -407.8% | -66.2% |
| All | -55.4% | +341.7% | -397.1% | -66.2% |
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