-2.5%
HAL vs KHC
-10.0%
+7.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +2.9% | -1.8% | +4.7% | +3.2% |
| 30D | +17.0% | -1.9% | +18.9% | +17.3% |
| 3M | -9.7% | +14.4% | -24.0% | -12.0% |
| 6M | +8.6% | +8.7% | -0.1% | +6.5% |
| YTD | +33.0% | +7.8% | +25.2% | +30.4% |
| 1Y | +68.3% | -1.5% | +69.8% | +68.6% |
| All | -2.5% | -10.0% | +7.5% | -2.3% |
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