+116.4%
HPE vs KHC
+11.6%
+104.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.8% | -9.4% | -3.9% |
| 7D | -17.0% | +6.6% | -23.6% | -14.3% |
| 30D | -26.7% | +16.5% | -43.2% | -21.8% |
| 3M | -4.1% | -3.0% | -1.2% | -3.0% |
| 6M | +75.4% | +17.4% | +58.0% | +82.0% |
| YTD | +111.0% | +10.3% | +100.7% | +122.9% |
| 1Y | +116.4% | +12.5% | +104.0% | +123.1% |
| All | +116.4% | +11.6% | +104.8% | +123.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling