-43.7%
KHC price history and return analytics
+214.8%
-258.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | +1.1% | -2.3% | +3.4% | +2.5% |
| 30D | +12.0% | -5.0% | +16.9% | +15.1% |
| 3M | +0.2% | -4.9% | +5.1% | +2.9% |
| 6M | +10.3% | -1.5% | +11.9% | +10.5% |
| YTD | +6.7% | +8.5% | -1.7% | +0.3% |
| 1Y | +10.9% | +11.4% | -0.5% | +2.3% |
| 3Y | -12.6% | +70.1% | -82.7% | -40.0% |
| 5Y | -16.3% | +53.7% | -70.0% | -39.0% |
| 10Y | -53.2% | +220.0% | -273.2% | -82.0% |
| All | -43.7% | +214.8% | -258.5% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling