-1.9%
HD vs KHC
+7.4%
-9.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +3.1% |
| 7D | +3.6% | -2.0% | +5.6% | +4.3% |
| 30D | +21.6% | +9.7% | +11.9% | +18.8% |
| 3M | +0.1% | -2.0% | +2.1% | +0.2% |
| 6M | +13.0% | +5.4% | +7.6% | +11.3% |
| YTD | +4.9% | +5.9% | -1.0% | +3.7% |
| All | -1.9% | +7.4% | -9.3% | -3.2% |
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