-46.8%
COIN vs KHC
-20.3%
-26.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.3% |
| 7D | -0.1% | -4.8% | +4.6% | -0.1% |
| 30D | +17.5% | +0.3% | +17.2% | +17.4% |
| 3M | +12.4% | +6.7% | +5.6% | +12.4% |
| 6M | -12.5% | +4.2% | -16.7% | -12.5% |
| YTD | -22.7% | +6.7% | -29.5% | -22.6% |
| 1Y | -45.2% | -1.4% | -43.8% | -45.2% |
| 3Y | +112.8% | -11.8% | +124.6% | +109.5% |
| 5Y | -31.9% | -13.4% | -18.5% | -29.5% |
| All | -46.8% | -20.3% | -26.4% | -47.8% |
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