+34.3%
ARM vs KHC
+5.9%
+28.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -1.2% |
| 7D | +19.8% | -3.3% | +23.1% | +17.2% |
| 30D | -21.8% | +9.1% | -30.9% | -16.4% |
| 3M | -26.5% | +1.4% | -27.9% | -24.5% |
| 6M | -3.9% | +8.4% | -12.3% | +3.2% |
| YTD | +82.8% | +6.2% | +76.6% | +96.1% |
| 1Y | +34.3% | +5.7% | +28.6% | +43.3% |
| All | +34.3% | +5.9% | +28.4% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling