+25.8%
C vs KHC
+6.0%
+19.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -0.4% | -4.6% | +4.2% | -1.0% |
| 30D | -5.3% | +8.1% | -13.4% | -4.1% |
| 3M | -8.0% | 0.0% | -8.0% | -8.0% |
| 6M | -0.3% | +7.9% | -8.2% | +1.4% |
| YTD | +8.6% | +5.3% | +3.4% | +10.5% |
| 1Y | +25.8% | +5.1% | +20.7% | +27.5% |
| All | +25.8% | +6.0% | +19.8% | +27.5% |
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