+610.6%
ADI vs KHC
-41.6%
+652.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | +0.4% | -1.8% | +2.2% | +0.9% |
| 30D | -3.8% | -1.9% | -1.9% | -3.4% |
| 3M | -15.3% | +14.4% | -29.7% | -19.2% |
| 6M | +6.7% | +8.7% | -2.0% | +2.9% |
| YTD | +34.8% | +7.8% | +27.0% | +29.9% |
| 1Y | +49.0% | -1.5% | +50.5% | +47.5% |
| 3Y | +108.1% | -9.9% | +117.9% | +108.6% |
| 5Y | +142.4% | -10.7% | +153.2% | +139.0% |
| 10Y | +589.9% | -55.7% | +645.6% | +693.9% |
| All | +610.6% | -41.6% | +652.2% | +577.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling