+57.7%
GEV vs KHC
-1.5%
+59.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -0.3% |
| 7D | +3.3% | -1.8% | +5.1% | +2.5% |
| 30D | -7.5% | -1.9% | -5.6% | -8.1% |
| 3M | -2.2% | +14.4% | -16.6% | +2.6% |
| 6M | +12.1% | +8.7% | +3.4% | +17.0% |
| YTD | +44.4% | +7.8% | +36.6% | +50.9% |
| 1Y | +57.7% | -1.5% | +59.2% | +63.2% |
| All | +57.7% | -1.5% | +59.1% | +63.2% |
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