+243.2%
INTC vs KHC
-54.5%
+297.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.3% |
| 7D | +9.4% | -2.5% | +12.0% | +10.2% |
| 30D | +2.7% | +0.5% | +2.1% | +2.3% |
| 3M | -6.3% | +3.0% | -9.3% | -8.4% |
| 6M | +114.5% | +6.6% | +107.8% | +106.8% |
| YTD | +171.9% | +5.8% | +166.1% | +160.7% |
| 1Y | +305.0% | -2.2% | +307.2% | +298.6% |
| 3Y | +168.3% | -12.5% | +180.9% | +169.9% |
| 5Y | +102.3% | -13.6% | +115.9% | +101.0% |
| All | +243.2% | -54.5% | +297.6% | +244.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling