-13.7%
KHC vs DINO
+113.2%
-126.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | 0.0% |
| 7D | -4.6% | -2.7% | -1.9% | -4.5% |
| 30D | +8.1% | -17.2% | +25.3% | +8.9% |
| 3M | 0.0% | +18.9% | -18.9% | -1.0% |
| 6M | +7.9% | +40.6% | -32.7% | +5.9% |
| YTD | +5.3% | +125.9% | -120.7% | +1.0% |
| 1Y | +5.1% | +90.9% | -85.8% | +1.8% |
| All | -13.7% | +113.2% | -126.9% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling