-2.7%
ADI vs KHC
+4.6%
-7.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.1% |
| 7D | +0.7% | -4.6% | +5.3% | -1.5% |
| 30D | +0.7% | +8.1% | -7.4% | +4.5% |
| 3M | +6.5% | 0.0% | +6.5% | +7.5% |
| 6M | -2.7% | +7.9% | -10.6% | +4.5% |
| All | -2.7% | +4.6% | -7.3% | +4.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling