+25.9%
HD vs KHC
-12.7%
+38.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.1% |
| 7D | +4.3% | +1.1% | +3.2% | +4.1% |
| 30D | +20.2% | +12.0% | +8.2% | +17.0% |
| 3M | -1.0% | +0.2% | -1.2% | -1.3% |
| 6M | +7.9% | +10.3% | -2.4% | +5.2% |
| YTD | +2.0% | +6.7% | -4.8% | 0.0% |
| 1Y | -4.3% | +10.9% | -15.2% | -7.0% |
| 3Y | +25.9% | -12.6% | +38.6% | +15.4% |
| All | +25.9% | -12.7% | +38.7% | +15.4% |
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