-13.4%
KHC vs EBAY
+53.1%
-66.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -1.1% |
| 7D | -4.8% | -3.0% | -1.8% | -4.5% |
| 30D | +0.3% | -3.6% | +3.9% | +0.7% |
| 3M | +6.7% | -4.4% | +11.2% | +7.1% |
| 6M | +4.2% | +12.1% | -7.9% | +2.7% |
| YTD | +6.7% | +19.9% | -13.2% | +4.3% |
| 1Y | -1.4% | +13.4% | -14.8% | -3.4% |
| 3Y | -11.8% | +150.5% | -162.2% | -21.1% |
| 5Y | -13.4% | +54.8% | -68.2% | -24.0% |
| All | -13.4% | +53.1% | -66.4% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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