-16.8%
KHC vs DAL
+118.7%
-135.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.8% |
| 7D | -1.1% | +10.7% | -11.9% | -1.7% |
| 30D | +8.8% | +12.5% | -3.7% | +8.1% |
| 3M | -1.2% | +3.6% | -4.9% | -1.5% |
| 6M | +4.6% | +26.7% | -22.1% | +3.2% |
| YTD | +5.1% | +34.3% | -29.1% | +3.2% |
| 1Y | +6.2% | +59.1% | -52.9% | +3.2% |
| 3Y | -12.9% | +179.9% | -192.8% | -19.9% |
| 5Y | -16.8% | +119.1% | -135.9% | -21.5% |
| All | -16.8% | +118.7% | -135.5% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling