+207.4%
ALAB vs KHC
-19.5%
+226.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.8% | +9.1% | +4.8% |
| 7D | -26.3% | +1.1% | -27.4% | -25.6% |
| 30D | -50.1% | +12.0% | -62.1% | -46.9% |
| 3M | -42.5% | +0.2% | -42.6% | -41.3% |
| 6M | -10.8% | +10.3% | -21.2% | -5.7% |
| YTD | +14.6% | +6.7% | +7.9% | +21.4% |
| 1Y | +17.1% | +10.9% | +6.3% | +25.4% |
| All | +207.4% | -19.5% | +226.9% | +256.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling