-13.6%
KHC vs DLTR
+29.9%
-43.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.5% | -9.4% | +6.9% | -1.7% |
| 30D | +0.5% | -7.3% | +7.9% | +1.1% |
| 3M | +3.0% | +7.6% | -4.5% | +2.4% |
| 6M | +6.6% | +1.6% | +5.1% | +6.2% |
| YTD | +5.8% | -3.5% | +9.3% | +5.7% |
| 1Y | -2.2% | +20.0% | -22.3% | -4.1% |
| 3Y | -12.5% | +2.3% | -14.8% | -13.8% |
| 5Y | -13.6% | +31.5% | -45.1% | -18.5% |
| All | -13.6% | +29.9% | -43.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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