+309.7%
INTC vs KHC
-41.6%
+351.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +4.7% |
| 7D | +7.1% | -1.8% | +8.8% | +7.6% |
| 30D | -5.2% | -1.9% | -3.3% | -4.8% |
| 3M | -14.3% | +14.4% | -28.7% | -19.2% |
| 6M | +110.2% | +8.7% | +101.5% | +100.8% |
| YTD | +159.6% | +7.8% | +151.8% | +147.0% |
| 1Y | +289.3% | -1.5% | +290.8% | +282.0% |
| 3Y | +166.1% | -9.9% | +175.9% | +164.8% |
| 5Y | +94.4% | -10.7% | +105.1% | +90.6% |
| 10Y | +227.7% | -55.7% | +283.4% | +262.4% |
| All | +309.7% | -41.6% | +351.3% | +286.8% |
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 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