+189.8%
HOOD vs KHC
-10.4%
+200.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.1% |
| 7D | +17.1% | -1.8% | +18.9% | +17.0% |
| 30D | +31.6% | -1.9% | +33.5% | +31.4% |
| 3M | +38.2% | +14.4% | +23.8% | +38.3% |
| 6M | +48.5% | +8.7% | +39.8% | +48.7% |
| YTD | +8.0% | +7.8% | +0.2% | +8.1% |
| 1Y | +18.7% | -1.5% | +20.2% | +18.7% |
| 3Y | +999.1% | -9.9% | +1,009.0% | +977.1% |
| All | +189.8% | -10.4% | +200.2% | +225.8% |
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