+83.3%
KRE vs KHC
-51.7%
+135.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | +0.3% | -3.3% | +3.6% | +1.4% |
| 30D | +5.0% | +9.1% | -4.1% | +1.9% |
| 3M | -5.7% | +1.4% | -7.1% | -6.5% |
| 6M | +7.5% | +8.4% | -0.8% | +4.0% |
| YTD | +13.8% | +6.2% | +7.7% | +10.1% |
| 1Y | +20.7% | +5.7% | +15.0% | +16.9% |
| 3Y | +90.1% | -12.0% | +102.1% | +92.9% |
| 5Y | +11.5% | -15.3% | +26.9% | +12.8% |
| All | +83.3% | -51.7% | +135.0% | +71.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling