+671.5%
ADI vs KHC
-43.0%
+714.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -6.3% | -1.1% | -5.2% | -6.1% |
| 30D | -3.2% | +8.8% | -12.0% | -5.7% |
| 3M | +2.8% | -1.2% | +4.0% | +2.5% |
| 6M | -5.0% | +4.6% | -9.7% | -7.6% |
| YTD | +46.3% | +5.1% | +41.2% | +41.4% |
| 1Y | +71.6% | +6.2% | +65.4% | +65.2% |
| 3Y | +139.2% | -12.9% | +152.1% | +141.5% |
| 5Y | +136.4% | -16.8% | +153.2% | +137.8% |
| 10Y | +636.2% | -52.4% | +688.7% | +707.2% |
| All | +671.5% | -43.0% | +714.5% | +637.2% |
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