+79.3%
ADI vs KHC
+11.6%
+67.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.8% | -7.0% | -2.1% |
| 7D | -5.1% | +6.6% | -11.8% | -3.3% |
| 30D | -3.1% | +16.5% | -19.6% | +0.9% |
| 3M | +7.1% | -3.0% | +10.1% | +7.4% |
| 6M | +2.9% | +17.4% | -14.5% | +6.5% |
| YTD | +51.1% | +10.3% | +40.8% | +58.0% |
| 1Y | +79.3% | +12.5% | +66.9% | +87.0% |
| All | +79.3% | +11.6% | +67.7% | +87.0% |
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