+46.1%
ASML vs KHC
+11.6%
+34.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.8% | -7.3% | -1.8% |
| 7D | -10.0% | +6.6% | -16.6% | -7.2% |
| 30D | -19.4% | +16.5% | -35.9% | -13.6% |
| 3M | -12.5% | -3.0% | -9.5% | -12.5% |
| 6M | +8.2% | +17.4% | -9.1% | +16.7% |
| YTD | +40.7% | +10.3% | +30.4% | +50.7% |
| 1Y | +46.1% | +12.5% | +33.7% | +59.6% |
| All | +46.1% | +11.6% | +34.5% | +59.6% |
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 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