-49.9%
KHC vs DAL
+108.0%
-157.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.6% |
| 7D | +2.0% | -1.1% | +3.1% | +2.1% |
| 30D | +10.6% | +12.8% | -2.2% | +8.8% |
| 3M | +0.5% | -5.3% | +5.8% | +1.0% |
| 6M | +12.1% | +22.4% | -10.3% | +8.6% |
| YTD | +8.9% | +25.6% | -16.7% | +4.7% |
| 1Y | +7.5% | +45.5% | -38.0% | +1.2% |
| 3Y | -10.7% | +161.0% | -171.7% | -25.4% |
| 5Y | -13.2% | +112.2% | -125.4% | -26.8% |
| All | -49.9% | +108.0% | -157.9% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling