-16.2%
KHC vs DINO
+260.8%
-277.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.8% |
| 3M | 0.0% | +18.9% | -18.9% | -0.7% |
| 6M | +7.9% | +40.6% | -32.7% | +6.4% |
| YTD | +5.3% | +125.9% | -120.7% | +1.9% |
| 1Y | +5.1% | +90.9% | -85.8% | +2.5% |
| 3Y | -12.8% | +113.4% | -126.2% | -16.7% |
| 5Y | -16.2% | +258.3% | -274.5% | -18.5% |
| All | -16.2% | +260.8% | -277.0% | -18.5% |
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 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