+39.7%
GOOG vs KHC
-1.6%
+41.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +1.5% |
| 7D | 0.0% | -1.0% | +1.0% | +0.1% |
| 30D | -2.0% | +1.9% | -3.8% | -2.0% |
| 3M | -5.9% | +3.2% | -9.1% | -5.7% |
| 6M | +8.9% | +10.0% | -1.1% | +10.0% |
| YTD | +7.1% | +6.7% | +0.4% | +7.9% |
| 1Y | +39.7% | -0.9% | +40.6% | +38.9% |
| All | +39.7% | -1.6% | +41.2% | +38.9% |
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