+16.2%
DIA vs KHC
-1.8%
+18.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.7% |
| 7D | -1.2% | -4.8% | +3.6% | -1.1% |
| 30D | -2.7% | +0.3% | -3.0% | -2.7% |
| 3M | +3.3% | +6.7% | -3.4% | +3.1% |
| 6M | +10.4% | +4.2% | +6.3% | +10.2% |
| YTD | +10.0% | +6.7% | +3.3% | +9.9% |
| 1Y | +16.2% | -1.4% | +17.6% | +16.7% |
| All | +16.2% | -1.8% | +18.0% | +16.7% |
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