-6.0%
DHR vs KHC
-12.1%
+6.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -2.4% | -4.8% | +2.4% | -1.2% |
| 30D | -2.2% | +0.3% | -2.5% | -2.3% |
| 3M | +9.0% | +6.7% | +2.2% | +6.6% |
| 6M | +3.5% | +4.2% | -0.7% | +1.9% |
| YTD | -10.1% | +6.7% | -16.9% | -12.3% |
| 1Y | +6.2% | -1.4% | +7.6% | +6.3% |
| All | -6.0% | -12.1% | +6.0% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling