+196.6%
AMD vs KHC
-13.1%
+209.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.5% | -16.8% | -17.3% |
| 7D | -28.6% | +5.9% | -34.5% | -27.8% |
| 30D | -37.7% | +14.9% | -52.7% | -36.2% |
| 3M | -16.1% | 0.0% | -16.1% | -15.5% |
| 6M | +13.8% | +16.2% | -2.4% | +16.1% |
| YTD | +88.8% | +9.8% | +79.0% | +92.2% |
| 1Y | +57.8% | +12.1% | +45.7% | +60.7% |
| 3Y | +260.3% | -10.1% | +270.3% | +268.4% |
| 5Y | +196.6% | -13.9% | +210.5% | +216.5% |
| All | +196.6% | -13.1% | +209.7% | +216.5% |
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 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