+1.9%
HON vs KHC
-14.0%
+15.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -2.6% | -2.5% | -0.1% | -2.1% |
| 30D | -11.9% | +0.5% | -12.4% | -12.1% |
| 3M | -6.1% | +3.0% | -9.1% | -7.1% |
| 6M | -19.2% | +6.6% | -25.8% | -21.0% |
| YTD | +0.2% | +5.8% | -5.6% | -2.1% |
| 1Y | -1.5% | -2.2% | +0.7% | -1.7% |
| 3Y | +17.9% | -12.5% | +30.5% | +19.2% |
| 5Y | +1.9% | -13.6% | +15.5% | +1.6% |
| All | +1.9% | -14.0% | +15.9% | +1.6% |
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