+418.8%
BE vs KHC
-2.0%
+420.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.9% |
| 7D | +29.8% | -2.2% | +32.0% | +26.5% |
| 30D | +26.4% | -0.1% | +26.5% | +26.8% |
| 3M | +9.3% | +8.3% | +1.0% | +24.6% |
| 6M | +105.1% | +5.0% | +100.1% | +129.1% |
| YTD | +219.0% | +8.0% | +211.1% | +270.9% |
| 1Y | +418.8% | -1.1% | +419.8% | +535.1% |
| All | +418.8% | -2.0% | +420.7% | +535.1% |
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