+33.4%
INTC vs KHC
-16.5%
+49.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +7.3% | -4.6% | +11.9% | +7.2% |
| 30D | -38.3% | +8.1% | -46.4% | -38.6% |
| 3M | -36.0% | 0.0% | -36.1% | -36.0% |
| 6M | -51.7% | +7.9% | -59.6% | -52.6% |
| YTD | +69.4% | +5.3% | +64.1% | +66.4% |
| 1Y | +65.0% | +5.1% | +59.9% | +62.1% |
| 3Y | +63.0% | -12.8% | +75.8% | +65.1% |
| 5Y | +33.4% | -16.2% | +49.6% | +39.8% |
| All | +33.4% | -16.5% | +49.9% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling