+242.2%
HPQ vs KHC
-41.6%
+283.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.4% |
| 7D | +6.9% | -1.8% | +8.7% | +7.5% |
| 30D | +14.4% | -1.9% | +16.3% | +15.1% |
| 3M | +25.6% | +14.4% | +11.2% | +20.5% |
| 6M | +75.0% | +8.7% | +66.3% | +70.1% |
| YTD | +50.7% | +7.8% | +42.9% | +46.7% |
| 1Y | +18.7% | -1.5% | +20.2% | +18.5% |
| 3Y | +21.5% | -9.9% | +31.4% | +22.7% |
| 5Y | +31.6% | -10.7% | +42.3% | +31.4% |
| 10Y | +216.1% | -55.7% | +271.8% | +264.8% |
| All | +242.2% | -41.6% | +283.8% | +245.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling