+423.1%
HL vs KHC
-41.0%
+464.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.4% | -2.7% |
| 7D | -11.1% | +2.0% | -13.2% | -11.7% |
| 30D | -12.1% | +10.6% | -22.7% | -15.2% |
| 3M | -26.1% | +0.5% | -26.6% | -26.5% |
| 6M | -37.7% | +12.1% | -49.8% | -40.9% |
| YTD | -31.7% | +8.9% | -40.6% | -34.8% |
| 1Y | -11.6% | +7.5% | -19.1% | -15.4% |
| 3Y | +249.6% | -10.7% | +260.4% | +249.8% |
| 5Y | +108.5% | -13.2% | +121.7% | +108.9% |
| 10Y | +127.0% | -50.6% | +177.6% | +149.2% |
| All | +423.1% | -41.0% | +464.1% | +445.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling