+38.6%
HPQ vs KHC
-14.2%
+52.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.1% | +5.2% |
| 7D | +2.2% | -4.8% | +7.0% | +3.4% |
| 30D | +9.7% | +0.3% | +9.5% | +9.6% |
| 3M | +32.7% | +6.7% | +26.0% | +30.9% |
| 6M | +77.7% | +4.2% | +73.5% | +75.9% |
| YTD | +51.0% | +6.7% | +44.2% | +48.6% |
| 1Y | +18.4% | -1.4% | +19.8% | +18.4% |
| 3Y | +25.6% | -11.8% | +37.3% | +26.8% |
| 5Y | +38.6% | -13.4% | +52.0% | +43.5% |
| All | +38.6% | -14.2% | +52.8% | +43.5% |
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