+358.3%
DELL vs KHC
-1.6%
+359.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +12.2% |
| 7D | +8.2% | -1.0% | +9.2% | +7.9% |
| 30D | +17.1% | +1.9% | +15.2% | +17.8% |
| 3M | +45.2% | +3.2% | +42.0% | +45.7% |
| 6M | +286.8% | +10.0% | +276.8% | +287.6% |
| YTD | +354.8% | +6.7% | +348.1% | +360.9% |
| 1Y | +358.3% | -0.9% | +359.1% | +362.3% |
| All | +358.3% | -1.6% | +359.8% | +362.3% |
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