-43.7%
KHC vs DAL
+151.4%
-195.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -3.1% |
| 7D | +1.1% | +8.8% | -7.7% | -0.1% |
| 30D | +12.0% | +5.4% | +6.6% | +11.1% |
| 3M | +0.2% | -4.9% | +5.1% | +0.7% |
| 6M | +10.3% | +19.8% | -9.5% | +7.2% |
| YTD | +6.7% | +27.0% | -20.3% | +2.3% |
| 1Y | +10.9% | +52.5% | -41.6% | +3.4% |
| 3Y | -12.6% | +173.8% | -186.5% | -27.9% |
| 5Y | -16.3% | +104.5% | -120.8% | -29.3% |
| 10Y | -53.2% | +129.7% | -183.0% | -64.0% |
| All | -43.7% | +151.4% | -195.0% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling