-55.4%
KHC vs ALB
+78.9%
-134.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | 0.0% |
| 7D | -2.2% | -4.4% | +2.2% | -1.8% |
| 30D | -0.1% | -1.2% | +1.1% | 0.0% |
| 3M | +8.3% | -13.3% | +21.6% | +9.5% |
| 6M | +5.0% | -19.8% | +24.7% | +6.3% |
| YTD | +8.0% | -7.9% | +15.9% | +7.6% |
| 1Y | -1.1% | +60.2% | -61.2% | -7.3% |
| 3Y | -10.7% | -26.4% | +15.7% | -12.3% |
| 5Y | -13.5% | -42.5% | +29.0% | -15.8% |
| 10Y | -55.4% | +83.0% | -138.4% | -70.8% |
| All | -55.4% | +78.9% | -134.3% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling