+12.1%
KHC vs BRKR
+47.8%
-35.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.0% | +8.5% | -0.7% |
| 7D | +5.9% | -6.4% | +12.3% | +5.7% |
| 30D | +14.9% | -4.0% | +19.0% | +14.9% |
| 3M | 0.0% | +10.7% | -10.8% | +0.3% |
| 6M | +16.2% | +53.0% | -36.8% | +16.4% |
| YTD | +9.8% | +23.6% | -13.8% | +7.5% |
| 1Y | +12.1% | +45.0% | -33.0% | +5.6% |
| All | +12.1% | +47.8% | -35.7% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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