-2.1%
IGV vs KHC
-3.0%
+0.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.1% |
| 7D | -4.5% | -3.3% | -1.2% | -4.4% |
| 30D | +3.2% | -3.4% | +6.6% | +3.2% |
| 3M | +4.5% | +12.6% | -8.1% | +5.1% |
| 6M | +22.1% | +7.0% | +15.1% | +22.9% |
| YTD | -1.0% | +6.1% | -7.1% | +0.1% |
| 1Y | -2.1% | -3.1% | +1.0% | -0.5% |
| All | -2.1% | -3.0% | +0.9% | -0.5% |
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 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