+5.1%
KHC vs CB
+29.2%
-24.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -4.6% | -1.0% | -3.6% | -4.3% |
| 30D | +8.1% | +7.3% | +0.8% | +6.2% |
| 3M | 0.0% | +7.0% | -7.0% | -1.7% |
| 6M | +7.9% | +16.3% | -8.4% | +5.0% |
| YTD | +5.3% | +19.7% | -14.5% | +0.8% |
| 1Y | +5.1% | +27.8% | -22.7% | +0.1% |
| All | +5.1% | +29.2% | -24.1% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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