-13.4%
KHC vs DINO
+328.2%
-341.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -4.8% | +2.0% | -6.7% | -4.9% |
| 30D | +0.3% | +27.7% | -27.4% | -0.7% |
| 3M | +6.7% | +56.3% | -49.6% | +4.9% |
| 6M | +4.2% | +107.6% | -103.4% | +1.2% |
| YTD | +6.7% | +140.2% | -133.4% | +3.0% |
| 1Y | -1.4% | +113.0% | -114.4% | -4.4% |
| 3Y | -11.8% | +100.1% | -111.8% | -15.7% |
| 5Y | -13.4% | +328.7% | -342.1% | -18.4% |
| All | -13.4% | +328.2% | -341.5% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling