-8.0%
BA vs KHC
-3.0%
-5.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.1% | +1.2% |
| 7D | +1.2% | -3.3% | +4.5% | +1.7% |
| 30D | -11.6% | -3.4% | -8.2% | -11.2% |
| 3M | -2.4% | +12.6% | -15.0% | -4.8% |
| 6M | -6.6% | +7.0% | -13.6% | -7.8% |
| YTD | -2.2% | +6.1% | -8.3% | -3.4% |
| 1Y | -8.0% | -3.1% | -5.0% | -7.2% |
| All | -8.0% | -3.0% | -5.0% | -7.2% |
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