+225.5%
CRWD vs KHC
-13.4%
+239.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -0.9% |
| 7D | -3.0% | -1.0% | -2.0% | -3.1% |
| 30D | -6.8% | +1.9% | -8.7% | -6.5% |
| 3M | +19.6% | +3.2% | +16.4% | +20.3% |
| 6M | +87.1% | +10.0% | +77.1% | +90.7% |
| YTD | +76.4% | +6.7% | +69.7% | +79.3% |
| 1Y | +90.8% | -0.9% | +91.7% | +92.0% |
| 3Y | +380.0% | -13.6% | +393.5% | +369.9% |
| All | +225.5% | -13.4% | +239.0% | +242.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling