+553.0%
AMZN vs KHC
-54.5%
+607.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -2.7% | -2.5% | -0.2% | -2.4% |
| 30D | -7.5% | +0.5% | -8.0% | -7.6% |
| 3M | +5.8% | +3.0% | +2.8% | +5.1% |
| 6M | +17.5% | +6.6% | +10.9% | +16.0% |
| YTD | +9.1% | +5.8% | +3.3% | +7.7% |
| 1Y | +9.4% | -2.2% | +11.6% | +9.1% |
| 3Y | +82.2% | -12.5% | +94.8% | +82.5% |
| 5Y | +45.2% | -13.6% | +58.8% | +44.7% |
| All | +553.0% | -54.5% | +607.5% | +583.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling