-49.9%
KHC vs WWD
+439.4%
-489.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +2.0% | +4.0% | -1.9% | +1.4% |
| 30D | +10.6% | +0.4% | +10.2% | +10.3% |
| 3M | +0.5% | -7.9% | +8.4% | +1.4% |
| 6M | +12.1% | -10.6% | +22.7% | +13.1% |
| YTD | +8.9% | +9.4% | -0.5% | +5.4% |
| 1Y | +7.5% | +25.7% | -18.3% | +1.1% |
| 3Y | -10.7% | +148.5% | -159.3% | -28.0% |
| 5Y | -13.2% | +189.5% | -202.7% | -33.7% |
| All | -49.9% | +439.4% | -489.3% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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