-49.9%
KHC vs WPM
+749.7%
-799.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.6% |
| 7D | +2.0% | -3.6% | +5.6% | +2.2% |
| 30D | +10.6% | +1.4% | +9.2% | +10.4% |
| 3M | +0.5% | -0.2% | +0.7% | +0.3% |
| 6M | +12.1% | -7.3% | +19.4% | +12.2% |
| YTD | +8.9% | +12.3% | -3.4% | +7.4% |
| 1Y | +7.5% | +24.9% | -17.4% | +5.2% |
| 3Y | -10.7% | +210.4% | -221.1% | -18.2% |
| 5Y | -13.2% | +210.4% | -223.5% | -21.0% |
| All | -49.9% | +749.7% | -799.6% | -56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling