-13.9%
KHC vs DOCN
-34.6%
+20.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -15.9% | +15.4% | -0.8% |
| 7D | +5.9% | -29.3% | +35.2% | +5.3% |
| 30D | +14.9% | -46.0% | +61.0% | +13.9% |
| 3M | 0.0% | -43.2% | +43.2% | -0.8% |
| 6M | +16.2% | -53.7% | +69.9% | +15.3% |
| YTD | +9.8% | +46.9% | -37.1% | +9.0% |
| 1Y | +12.1% | +54.3% | -42.3% | +11.2% |
| 3Y | -10.1% | +185.5% | -195.6% | -10.9% |
| 5Y | -13.9% | -31.1% | +17.2% | -16.9% |
| All | -13.9% | -34.6% | +20.7% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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