-17.2%
DASH vs KHC
+11.6%
-28.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.8% | +4.6% | +7.7% |
| 7D | +17.2% | +6.6% | +10.5% | +16.2% |
| 30D | +3.6% | +16.5% | -12.9% | +1.8% |
| 3M | -1.9% | -3.0% | +1.1% | -1.8% |
| 6M | +15.1% | +17.4% | -2.3% | +14.3% |
| YTD | -12.3% | +10.3% | -22.7% | -11.4% |
| 1Y | -17.2% | +12.5% | -29.7% | -19.2% |
| All | -17.2% | +11.6% | -28.9% | -19.2% |
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