-36.3%
BABA vs KHC
+6.0%
-42.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.6% | -4.6% | +1.0% | -3.5% |
| 30D | -8.4% | +8.1% | -16.5% | -8.2% |
| 3M | -20.6% | 0.0% | -20.6% | -20.4% |
| 6M | -25.4% | +7.9% | -33.3% | -25.5% |
| YTD | -30.1% | +5.3% | -35.4% | -30.8% |
| 1Y | -36.3% | +5.1% | -41.4% | -37.1% |
| All | -36.3% | +6.0% | -42.3% | -37.1% |
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 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