-49.9%
KHC vs DINO
+449.5%
-499.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | +2.0% | +5.7% | -3.7% | +1.4% |
| 30D | +10.6% | -19.6% | +30.2% | +13.3% |
| 3M | +0.5% | +11.8% | -11.3% | -1.2% |
| 6M | +12.1% | +49.0% | -36.9% | +6.1% |
| YTD | +8.9% | +128.1% | -119.2% | -2.7% |
| 1Y | +7.5% | +96.3% | -88.8% | -2.2% |
| 3Y | -10.7% | +113.8% | -124.5% | -21.0% |
| 5Y | -13.2% | +252.7% | -265.8% | -30.8% |
| All | -49.9% | +449.5% | -499.4% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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