+3,047.2%
DELL vs KHC
-54.7%
+3,101.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.8% | -7.6% |
| 7D | +4.9% | +2.0% | +2.8% | +4.5% |
| 30D | -32.1% | +10.6% | -42.7% | -33.6% |
| 3M | -30.2% | +0.5% | -30.8% | -30.6% |
| 6M | +41.7% | +12.1% | +29.7% | +36.5% |
| YTD | +176.6% | +8.9% | +167.7% | +167.6% |
| 1Y | +159.9% | +7.5% | +152.5% | +152.2% |
| 3Y | +388.0% | -10.7% | +398.7% | +383.0% |
| 5Y | +578.2% | -13.2% | +591.4% | +568.5% |
| 10Y | +2,653.4% | -50.6% | +2,704.0% | +2,455.8% |
| All | +3,047.2% | -54.7% | +3,101.8% | +2,878.1% |
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