+636.4%
ADI vs KHC
-55.4%
+691.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +2.6% | -4.8% | +7.4% | +3.9% |
| 30D | -4.6% | +0.3% | -4.9% | -4.8% |
| 3M | -9.5% | +6.7% | -16.2% | -11.7% |
| 6M | +14.8% | +4.2% | +10.7% | +12.5% |
| YTD | +35.8% | +6.7% | +29.1% | +31.7% |
| 1Y | +48.9% | -1.4% | +50.3% | +47.5% |
| 3Y | +115.6% | -11.8% | +127.3% | +117.6% |
| 5Y | +135.1% | -13.4% | +148.5% | +134.6% |
| 10Y | +636.4% | -54.3% | +690.7% | +647.9% |
| All | +636.4% | -55.4% | +691.9% | +647.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling