+1,085.7%
AMZN vs KHC
-41.6%
+1,127.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -3.0% | -1.8% | -1.2% | -2.7% |
| 30D | -5.2% | -1.9% | -3.3% | -4.9% |
| 3M | +1.9% | +14.4% | -12.5% | -0.9% |
| 6M | +19.2% | +8.7% | +10.5% | +16.9% |
| YTD | +12.0% | +7.8% | +4.2% | +9.8% |
| 1Y | +9.7% | -1.5% | +11.2% | +9.2% |
| 3Y | +87.2% | -9.9% | +97.0% | +86.4% |
| 5Y | +48.7% | -10.7% | +59.4% | +46.8% |
| 10Y | +569.3% | -55.7% | +625.0% | +687.2% |
| All | +1,085.7% | -41.6% | +1,127.3% | +1,088.9% |
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