+179.4%
INTC vs KHC
-9.9%
+189.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.2% | +8.8% | +9.1% |
| 7D | +17.4% | -2.2% | +19.6% | +17.4% |
| 30D | +2.8% | -0.1% | +2.9% | +2.8% |
| 3M | -5.3% | +8.3% | -13.6% | -6.2% |
| 6M | +140.6% | +5.0% | +135.6% | +139.0% |
| YTD | +183.1% | +8.0% | +175.1% | +180.4% |
| 1Y | +326.8% | -1.1% | +327.9% | +332.5% |
| 3Y | +179.4% | -10.7% | +190.2% | +191.4% |
| All | +179.4% | -9.9% | +189.4% | +191.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling