-27.9%
DHR vs KHC
-14.2%
-13.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -2.4% | -4.8% | +2.4% | -1.4% |
| 30D | -2.2% | +0.3% | -2.5% | -2.3% |
| 3M | +9.0% | +6.7% | +2.2% | +7.0% |
| 6M | +3.5% | +4.2% | -0.7% | +2.1% |
| YTD | -10.1% | +6.7% | -16.9% | -12.0% |
| 1Y | +6.2% | -1.4% | +7.6% | +6.0% |
| 3Y | -5.4% | -11.8% | +6.4% | -3.9% |
| 5Y | -27.9% | -13.4% | -14.5% | -24.8% |
| All | -27.9% | -14.2% | -13.7% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling