+6.2%
KHC vs ALL
+32.6%
-26.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -1.4% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +8.8% | +13.8% | -5.0% | +6.5% |
| 3M | -1.2% | -2.8% | +1.6% | -1.4% |
| 6M | +4.6% | +23.7% | -19.0% | +2.4% |
| YTD | +5.1% | +27.3% | -22.1% | +2.1% |
| 1Y | +6.2% | +30.5% | -24.3% | +2.0% |
| All | +6.2% | +32.6% | -26.4% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling