+129.2%
HPE vs KHC
-3.0%
+132.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.2% | -5.1% |
| 7D | -0.6% | -3.3% | +2.7% | -1.6% |
| 30D | -2.3% | -3.4% | +1.1% | -3.1% |
| 3M | -2.9% | +12.6% | -15.5% | -1.9% |
| 6M | +143.6% | +7.0% | +136.6% | +145.7% |
| YTD | +118.5% | +6.1% | +112.4% | +122.0% |
| 1Y | +129.2% | -3.1% | +132.3% | +133.9% |
| All | +129.2% | -3.0% | +132.2% | +133.9% |
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