+303.3%
BKNG vs KHC
-41.4%
+344.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -7.9% | -2.2% | -5.7% | -7.3% |
| 30D | -15.9% | -0.1% | -15.8% | -15.9% |
| 3M | +11.1% | +8.3% | +2.7% | +8.8% |
| 6M | -0.7% | +5.0% | -5.7% | -2.1% |
| YTD | -15.4% | +8.0% | -23.4% | -17.5% |
| 1Y | -18.5% | -1.1% | -17.4% | -18.8% |
| 3Y | +46.5% | -10.7% | +57.2% | +47.6% |
| 5Y | +98.8% | -13.5% | +112.3% | +98.9% |
| 10Y | +218.4% | -55.4% | +273.8% | +256.1% |
| All | +303.3% | -41.4% | +344.7% | +292.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling