-3.5%
BAC vs KHC
+6.0%
-9.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.9% | -4.6% | +2.7% | -1.7% |
| 30D | -7.2% | +8.1% | -15.3% | -7.2% |
| 3M | -20.4% | 0.0% | -20.5% | -20.3% |
| 6M | +1.3% | +7.9% | -6.7% | +1.5% |
| YTD | -6.4% | +5.3% | -11.7% | -6.2% |
| 1Y | -3.5% | +5.1% | -8.6% | -3.6% |
| All | -3.5% | +6.0% | -9.5% | -3.6% |
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