+16.6%
KRE vs KHC
-3.0%
+19.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.8% |
| 7D | +1.3% | -3.3% | +4.6% | +1.6% |
| 30D | -2.7% | -3.4% | +0.7% | -2.3% |
| 3M | +8.2% | +12.6% | -4.4% | +7.1% |
| 6M | +12.8% | +7.0% | +5.8% | +12.1% |
| YTD | +17.5% | +6.1% | +11.4% | +17.2% |
| 1Y | +16.6% | -3.1% | +19.7% | +16.9% |
| All | +16.6% | -3.0% | +19.6% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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