+22.7%
C vs KHC
+7.4%
+15.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.2% | +2.3% |
| 7D | -0.9% | -2.0% | +1.1% | -1.2% |
| 30D | -5.4% | +9.7% | -15.1% | -4.0% |
| 3M | -9.2% | -2.0% | -7.1% | -9.5% |
| 6M | -1.8% | +5.4% | -7.2% | -0.7% |
| YTD | +6.7% | +5.9% | +0.8% | +8.6% |
| All | +22.7% | +7.4% | +15.3% | +24.2% |
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