-43.1%
KHC vs ETSY
+468.4%
-511.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | -0.3% |
| 7D | -1.8% | -8.5% | +6.7% | -1.3% |
| 30D | -1.9% | -10.9% | +9.0% | -1.3% |
| 3M | +14.4% | +14.1% | +0.3% | +13.7% |
| 6M | +8.7% | +37.5% | -28.8% | +7.0% |
| YTD | +7.8% | +38.0% | -30.2% | +5.8% |
| 1Y | -1.5% | +46.5% | -48.1% | -3.8% |
| 3Y | -9.9% | +2.5% | -12.4% | -11.3% |
| 5Y | -10.7% | -65.3% | +54.6% | -9.8% |
| 10Y | -55.7% | +451.6% | -507.3% | -63.4% |
| All | -43.1% | +468.4% | -511.6% | -54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling