+69.6%
ADI vs KHC
+8.5%
+61.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.3% | -2.0% |
| 7D | +9.5% | +2.0% | +7.4% | +10.2% |
| 30D | -1.4% | +10.6% | -12.0% | +1.5% |
| 3M | +4.7% | +0.5% | +4.2% | +5.8% |
| 6M | -7.4% | +12.1% | -19.5% | -4.4% |
| YTD | +48.1% | +8.9% | +39.2% | +54.7% |
| 1Y | +69.6% | +7.5% | +62.2% | +78.6% |
| All | +69.6% | +8.5% | +61.2% | +78.6% |
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