-20.2%
BKNG vs KHC
-2.4%
-17.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | -10.7% | -2.5% | -8.1% | -10.1% |
| 30D | -18.1% | +0.5% | -18.6% | -18.1% |
| 3M | +8.5% | +3.0% | +5.5% | +8.4% |
| 6M | -0.1% | +6.6% | -6.7% | 0.0% |
| YTD | -18.2% | +5.8% | -24.0% | -17.3% |
| All | -20.2% | -2.4% | -17.8% | -20.7% |
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