+711.1%
AVGO vs KHC
-14.2%
+725.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -1.2% |
| 7D | -0.8% | -4.8% | +4.0% | -1.1% |
| 30D | -13.7% | +0.3% | -14.0% | -13.7% |
| 3M | -6.9% | +6.7% | -13.7% | -6.6% |
| 6M | +5.8% | +4.2% | +1.6% | +6.3% |
| YTD | +5.7% | +6.7% | -1.1% | +6.4% |
| 1Y | +9.0% | -1.4% | +10.4% | +9.9% |
| 3Y | +340.5% | -11.8% | +352.3% | +340.4% |
| 5Y | +711.1% | -13.4% | +724.4% | +728.9% |
| All | +711.1% | -14.2% | +725.3% | +728.9% |
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 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