+51.6%
COHR vs KHC
+11.6%
+40.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.8% | -9.7% | -2.0% |
| 7D | -18.6% | +6.6% | -25.2% | -12.4% |
| 30D | -41.5% | +16.5% | -58.0% | -30.5% |
| 3M | -39.7% | -3.0% | -36.8% | -38.7% |
| 6M | -40.9% | +17.4% | -58.2% | -28.5% |
| YTD | +5.7% | +10.3% | -4.6% | +25.3% |
| 1Y | +51.6% | +12.5% | +39.1% | +90.4% |
| All | +51.6% | +11.6% | +40.0% | +90.4% |
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