+18.5%
HON vs KHC
-12.1%
+30.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.4% |
| 7D | -0.6% | -4.8% | +4.2% | +0.2% |
| 30D | -15.4% | +0.3% | -15.7% | -15.5% |
| 3M | -9.1% | +6.7% | -15.9% | -10.6% |
| 6M | -17.1% | +4.2% | -21.2% | -18.1% |
| YTD | +1.5% | +6.7% | -5.2% | -0.5% |
| 1Y | -1.3% | -1.4% | +0.1% | -1.5% |
| All | +18.5% | -12.1% | +30.5% | +19.2% |
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 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