+40.7%
ABBV vs KHC
+11.6%
+29.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.8% | -0.7% | +2.7% |
| 7D | +3.1% | +6.6% | -3.5% | +2.4% |
| 30D | +11.6% | +16.5% | -4.9% | +10.0% |
| 3M | +21.7% | -3.0% | +24.7% | +21.6% |
| 6M | +43.5% | +17.4% | +26.1% | +43.2% |
| YTD | +32.9% | +10.3% | +22.6% | +34.0% |
| 1Y | +40.7% | +12.5% | +28.2% | +41.1% |
| All | +40.7% | +11.6% | +29.0% | +41.1% |
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