+1.2%
AAL vs KHC
-0.7%
+1.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -0.3% | -2.2% | +1.9% | 0.0% |
| 30D | -19.0% | -0.1% | -18.9% | -19.0% |
| 3M | -5.1% | +8.3% | -13.4% | -5.9% |
| 6M | +15.5% | +5.0% | +10.5% | +13.7% |
| YTD | -15.8% | +8.0% | -23.8% | -15.8% |
| All | +1.2% | -0.7% | +1.9% | +0.5% |
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