+21.3%
HPQ vs KHC
+11.6%
+9.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.8% | +2.1% | +4.5% |
| 7D | -7.8% | +6.6% | -14.4% | -9.9% |
| 30D | -4.9% | +16.5% | -21.4% | -9.8% |
| 3M | +4.9% | -3.0% | +7.8% | +5.2% |
| 6M | +47.1% | +17.4% | +29.7% | +41.7% |
| YTD | +39.5% | +10.3% | +29.2% | +37.1% |
| 1Y | +21.3% | +12.5% | +8.8% | +16.7% |
| All | +21.3% | +11.6% | +9.6% | +16.7% |
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