+95.5%
AMD vs KHC
+11.6%
+83.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.8% | -2.7% | +3.1% |
| 7D | -15.5% | +6.6% | -22.1% | -12.2% |
| 30D | -22.6% | +16.5% | -39.1% | -15.9% |
| 3M | -5.7% | -3.0% | -2.8% | -5.1% |
| 6M | +43.1% | +17.4% | +25.7% | +52.8% |
| YTD | +128.2% | +10.3% | +117.9% | +143.4% |
| 1Y | +95.5% | +12.5% | +83.0% | +106.0% |
| All | +95.5% | +11.6% | +83.8% | +106.0% |
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