-12.6%
KHC vs DAL
+168.1%
-180.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -2.9% |
| 7D | +1.1% | +8.8% | -7.7% | +0.7% |
| 30D | +12.0% | +5.4% | +6.6% | +11.6% |
| 3M | +0.2% | -4.9% | +5.1% | +0.3% |
| 6M | +10.3% | +19.8% | -9.5% | +9.3% |
| YTD | +6.7% | +27.0% | -20.3% | +5.3% |
| 1Y | +10.9% | +52.5% | -41.6% | +8.1% |
| 3Y | -12.6% | +173.8% | -186.5% | -21.4% |
| All | -12.6% | +168.1% | -180.7% | -21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling