-3.1%
KHC vs WPM
+53.7%
-56.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -2.2% |
| 7D | -3.3% | +1.1% | -4.4% | -3.3% |
| 30D | -3.4% | +26.4% | -29.8% | -3.4% |
| 3M | +12.6% | +20.8% | -8.2% | +13.1% |
| 6M | +7.0% | +1.1% | +5.9% | +8.1% |
| YTD | +6.1% | +32.5% | -26.4% | +6.8% |
| 1Y | -3.1% | +51.5% | -54.6% | -2.8% |
| All | -3.1% | +53.7% | -56.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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