+105.3%
HAL vs KHC
-10.4%
+115.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +2.9% | -1.8% | +4.7% | +3.3% |
| 30D | +17.0% | -1.9% | +18.9% | +17.4% |
| 3M | -9.7% | +14.4% | -24.0% | -12.9% |
| 6M | +8.6% | +8.7% | -0.1% | +5.6% |
| YTD | +33.0% | +7.8% | +25.2% | +29.4% |
| 1Y | +68.3% | -1.5% | +69.8% | +67.9% |
| 3Y | +0.1% | -9.9% | +10.0% | +0.5% |
| All | +105.3% | -10.4% | +115.7% | +104.2% |
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 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