+1,164.6%
AAPL vs KHC
-42.4%
+1,207.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | +3.2% | -3.3% | +6.5% | +4.3% |
| 30D | +4.1% | +9.1% | -5.1% | +1.1% |
| 3M | +17.5% | +1.4% | +16.1% | +16.6% |
| 6M | +20.6% | +8.4% | +12.2% | +16.7% |
| YTD | +31.0% | +6.2% | +24.8% | +27.0% |
| 1Y | +30.2% | +5.7% | +24.5% | +26.4% |
| 3Y | +92.9% | -12.0% | +104.9% | +95.5% |
| 5Y | +142.4% | -15.3% | +157.8% | +145.1% |
| 10Y | +1,324.9% | -51.8% | +1,376.8% | +1,448.8% |
| All | +1,164.6% | -42.4% | +1,207.0% | +1,123.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling