+109.8%
AAPL vs KHC
-14.2%
+124.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -3.0% | -4.8% | +1.8% | -2.0% |
| 30D | +2.3% | +0.3% | +2.0% | +2.2% |
| 3M | +8.6% | +6.7% | +1.9% | +7.1% |
| 6M | +21.6% | +4.2% | +17.4% | +20.3% |
| YTD | +16.3% | +6.7% | +9.6% | +14.3% |
| 1Y | +35.1% | -1.4% | +36.5% | +35.0% |
| 3Y | +79.4% | -11.8% | +91.1% | +80.7% |
| 5Y | +109.8% | -13.4% | +123.2% | +122.5% |
| All | +109.8% | -14.2% | +124.0% | +122.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling