-43.1%
KHC vs DINO
+247.4%
-290.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | -1.8% | +5.7% | -7.5% | -2.4% |
| 30D | -1.9% | +27.8% | -29.7% | -4.7% |
| 3M | +14.4% | +45.6% | -31.2% | +9.3% |
| 6M | +8.7% | +88.5% | -79.7% | +0.4% |
| YTD | +7.8% | +134.1% | -126.3% | -3.3% |
| 1Y | -1.5% | +111.1% | -112.6% | -10.7% |
| 3Y | -9.9% | +109.1% | -119.0% | -19.4% |
| 5Y | -10.7% | +307.2% | -317.9% | -29.3% |
| 10Y | -55.7% | +495.9% | -551.6% | -69.1% |
| All | -43.1% | +247.4% | -290.5% | -55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling