+210.8%
HPQ vs KHC
-41.0%
+251.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.9% |
| 7D | +3.2% | +2.0% | +1.1% | +2.5% |
| 30D | -3.6% | +10.6% | -14.2% | -6.5% |
| 3M | -5.3% | +0.5% | -5.8% | -5.6% |
| 6M | +41.1% | +12.1% | +29.1% | +36.1% |
| YTD | +36.9% | +8.9% | +28.0% | +32.7% |
| 1Y | +23.5% | +7.5% | +16.0% | +20.2% |
| 3Y | +19.6% | -10.7% | +30.3% | +21.2% |
| 5Y | +11.4% | -13.2% | +24.6% | +12.3% |
| 10Y | +160.6% | -50.6% | +211.2% | +186.4% |
| All | +210.8% | -41.0% | +251.8% | +213.0% |
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