-44.0%
KHC vs DLTR
+77.9%
-121.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -3.3% | +2.4% | -5.7% | -3.7% |
| 30D | +9.1% | +21.5% | -12.4% | +5.6% |
| 3M | +1.4% | +9.8% | -8.5% | -0.4% |
| 6M | +8.4% | +58.6% | -50.3% | -0.2% |
| YTD | +6.2% | +14.8% | -8.7% | +2.7% |
| 1Y | +5.7% | +33.0% | -27.4% | -0.4% |
| 3Y | -12.0% | +23.8% | -35.9% | -18.2% |
| 5Y | -15.3% | +24.9% | -40.3% | -24.6% |
| 10Y | -51.8% | +81.6% | -133.4% | -63.4% |
| All | -44.0% | +77.9% | -121.9% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling