+362.8%
HPE vs KHC
-14.2%
+377.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +5.1% |
| 7D | +13.6% | -4.8% | +18.4% | +13.7% |
| 30D | +7.7% | +0.3% | +7.4% | +7.7% |
| 3M | +22.4% | +6.7% | +15.7% | +21.3% |
| 6M | +172.6% | +4.2% | +168.4% | +170.7% |
| YTD | +147.5% | +6.7% | +140.8% | +145.0% |
| 1Y | +151.8% | -1.4% | +153.2% | +151.6% |
| 3Y | +267.1% | -11.8% | +278.8% | +264.2% |
| 5Y | +362.8% | -13.4% | +376.1% | +362.6% |
| All | +362.8% | -14.2% | +377.0% | +362.6% |
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