+216.5%
AZN vs KHC
-54.1%
+270.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | +0.2% |
| 7D | -1.6% | -1.0% | -0.5% | -1.4% |
| 30D | +1.1% | +1.9% | -0.8% | +0.6% |
| 3M | -12.1% | +3.2% | -15.3% | -12.9% |
| 6M | -17.1% | +10.0% | -27.1% | -19.1% |
| YTD | -12.0% | +6.7% | -18.7% | -13.7% |
| 1Y | -0.2% | -0.9% | +0.7% | -0.7% |
| 3Y | +26.8% | -13.6% | +40.3% | +28.7% |
| 5Y | +56.9% | -12.8% | +69.7% | +58.1% |
| All | +216.5% | -54.1% | +270.6% | +214.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling