-42.5%
KHC vs ZS
+498.3%
-540.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.9% |
| 7D | -1.0% | -3.1% | +2.1% | -1.0% |
| 30D | +1.9% | -7.2% | +9.1% | +2.0% |
| 3M | +3.2% | +30.5% | -27.3% | +2.8% |
| 6M | +10.0% | +7.0% | +3.0% | +9.6% |
| YTD | +6.7% | -26.8% | +33.5% | +6.9% |
| 1Y | -0.9% | -42.6% | +41.7% | -0.3% |
| 3Y | -13.6% | -0.3% | -13.2% | -14.5% |
| 5Y | -12.8% | -39.2% | +26.4% | -13.8% |
| All | -42.5% | +498.3% | -540.9% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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