+45.8%
AMZN vs KHC
-10.2%
+56.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +0.8% | -2.2% | +3.0% | +0.8% |
| 30D | -6.4% | -0.1% | -6.3% | -6.4% |
| 3M | +4.8% | +8.3% | -3.6% | +4.6% |
| 6M | +20.5% | +5.0% | +15.6% | +20.3% |
| YTD | +11.3% | +8.0% | +3.3% | +11.1% |
| 1Y | +9.0% | -1.1% | +10.1% | +8.9% |
| 3Y | +85.9% | -10.7% | +96.6% | +84.0% |
| 5Y | +45.8% | -13.5% | +59.3% | +53.6% |
| All | +45.8% | -10.2% | +56.0% | +53.6% |
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