+554.3%
AMZN vs KHC
-54.1%
+608.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -1.0% | -4.8% | +3.8% | -0.3% |
| 30D | -9.2% | +0.3% | -9.5% | -9.3% |
| 3M | +3.4% | +6.7% | -3.4% | +2.1% |
| 6M | +18.2% | +4.2% | +14.1% | +17.1% |
| YTD | +9.3% | +6.7% | +2.6% | +7.7% |
| 1Y | +5.9% | -1.4% | +7.4% | +5.6% |
| 3Y | +82.6% | -11.8% | +94.4% | +82.6% |
| 5Y | +44.9% | -13.4% | +58.2% | +44.3% |
| All | +554.3% | -54.1% | +608.4% | +583.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling