+4,681.2%
DELL vs KHC
-55.1%
+4,736.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +14.9% | -1.8% | +16.6% | +15.3% |
| 30D | +13.3% | -1.9% | +15.2% | +13.6% |
| 3M | +24.4% | +14.4% | +10.0% | +19.8% |
| 6M | +258.0% | +8.7% | +249.3% | +247.8% |
| YTD | +320.2% | +7.8% | +312.4% | +308.7% |
| 1Y | +319.1% | -1.5% | +320.6% | +315.5% |
| 3Y | +706.5% | -9.9% | +716.4% | +697.1% |
| 5Y | +1,071.9% | -10.7% | +1,082.6% | +1,046.8% |
| 10Y | +4,683.5% | -55.7% | +4,739.2% | +4,464.4% |
| All | +4,681.2% | -55.1% | +4,736.4% | +4,449.4% |
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