+1,126.7%
AMZN vs KHC
-42.4%
+1,169.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +2.8% | -3.3% | +6.1% | +3.3% |
| 30D | +3.4% | +9.1% | -5.7% | +1.7% |
| 3M | +0.1% | +1.4% | -1.3% | -0.4% |
| 6M | +0.6% | +8.4% | -7.7% | -1.3% |
| YTD | +15.9% | +6.2% | +9.7% | +13.7% |
| 1Y | +9.5% | +5.7% | +3.8% | +7.5% |
| 3Y | +86.3% | -12.0% | +98.3% | +86.4% |
| 5Y | +51.7% | -15.3% | +67.1% | +51.5% |
| 10Y | +623.8% | -51.8% | +675.6% | +707.1% |
| All | +1,126.7% | -42.4% | +1,169.1% | +1,131.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling