-55.6%
KHC vs ETSY
+431.9%
-487.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.8% |
| 7D | -1.0% | -4.9% | +3.9% | -0.8% |
| 30D | +1.9% | -8.6% | +10.5% | +2.3% |
| 3M | +3.2% | +4.8% | -1.6% | +3.0% |
| 6M | +10.0% | +38.1% | -28.1% | +8.3% |
| YTD | +6.7% | +31.2% | -24.5% | +5.1% |
| 1Y | -0.9% | +22.1% | -23.0% | -2.2% |
| 3Y | -13.6% | +12.2% | -25.8% | -15.1% |
| 5Y | -12.8% | -66.5% | +53.6% | -12.1% |
| All | -55.6% | +431.9% | -487.5% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 10y: compounded portfolio wealth divided by compounded ETSY 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…
10y analysis · Full analysis span regression · 6 months rolling