-12.4%
KHC vs WU
-21.7%
+9.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -2.0% | +9.1% | -11.1% | -4.0% |
| 30D | +9.7% | +12.1% | -2.4% | +6.9% |
| 3M | -2.0% | +0.3% | -2.3% | -2.3% |
| 6M | +5.4% | -19.1% | +24.6% | +9.3% |
| YTD | +5.9% | -19.2% | +25.1% | +9.4% |
| 1Y | +7.5% | -15.3% | +22.7% | +9.6% |
| 3Y | -12.4% | -21.3% | +8.9% | -9.6% |
| All | -12.4% | -21.7% | +9.3% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling