+9.6%
HPQ vs KHC
-15.5%
+25.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.5% |
| 7D | -1.9% | -3.3% | +1.4% | -1.0% |
| 30D | -5.7% | +9.1% | -14.9% | -7.8% |
| 3M | -0.4% | +1.4% | -1.8% | -0.9% |
| 6M | +40.0% | +8.4% | +31.7% | +37.4% |
| YTD | +34.6% | +6.2% | +28.5% | +32.6% |
| 1Y | +20.4% | +5.7% | +14.7% | +18.7% |
| 3Y | +18.3% | -12.0% | +30.4% | +19.6% |
| 5Y | +9.6% | -15.3% | +24.9% | +14.3% |
| All | +9.6% | -15.5% | +25.1% | +14.3% |
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