+12.5%
KHC vs CG
-14.1%
+26.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.5% | -0.8% | +3.5% |
| 7D | +6.6% | +9.4% | -2.8% | +6.1% |
| 30D | +16.5% | +8.7% | +7.8% | +15.7% |
| 3M | -3.0% | -15.0% | +12.0% | -3.5% |
| 6M | +17.4% | -13.2% | +30.6% | +17.0% |
| YTD | +10.3% | -26.2% | +36.5% | +8.1% |
| 1Y | +12.5% | -14.1% | +26.6% | +7.8% |
| All | +12.5% | -14.1% | +26.5% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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