+143.3%
DELL vs KHC
+11.6%
+131.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.8% | -12.6% | -7.2% |
| 7D | -24.6% | +6.6% | -31.2% | -22.3% |
| 30D | -32.5% | +16.5% | -49.0% | -28.6% |
| 3M | -20.2% | -3.0% | -17.2% | -19.3% |
| 6M | +76.5% | +17.4% | +59.1% | +81.2% |
| YTD | +198.9% | +10.3% | +188.6% | +213.5% |
| 1Y | +143.3% | +12.5% | +130.9% | +148.9% |
| All | +143.3% | +11.6% | +131.7% | +148.9% |
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